topic Re: Form 8889, Part I in Retirement tax questions

Form 8889, Part I

rosanne125 — Fri, 26 Nov 2021 23:20:02 GMT

Hello,

My husband and I are retired and have been through 2021. We are on Medicare. We have an HSA from when my husband was employed and had an HDHP. I have always filled out Form 8889, but this year we were unable to contribute to the HSA, but we did have distributions. How will I fill out Part I of Form 8889 for tax year 2021. Do I leave it blank?

Thank you

Re: Form 8889, Part I

Critter-3 — Sat, 27 Nov 2021 00:40:59 GMT

If you made no contributions then that part of the form will not be used. The form is only needed if you have taken distributions.

Re: Form 8889, Part I

Opus 17 — Sat, 27 Nov 2021 20:30:47 GMT

You will receive a 1099-SA for your distributions in 2021. You will need to report this in turbotax, and answer the questions about how much of the money you used for qualified medical expenses. Turbotax will fill out part 2 of form 8889. Or, if preparing your own return, you will use part 2 of the form for your distribution but ignore part 1.

Re: Form 8889, Part I

rosanne125 — Sun, 28 Nov 2021 17:38:39 GMT

Thank you very much. Really appreciate it.