What is the additional 20% tax on HSA distributions?

The additional 20% tax on HSA distributions applies if you took a distribution from your HSA for reasons other than qualified medical expenses before age 65 or after death, and did not meet one of the exceptions.

What is a qualified medical expense for HSA purposes?

A qualified medical expense for HSA purposes is any medical care expense that is not reimbursed by insurance or other coverage and is allowed as a deduction under IRS rules for medical and dental expenses.

What is a qualified HSA funding distribution?

A qualified HSA funding distribution is a distribution from an HSA that is used to pay for healthcare costs for yourself or your family members that were incurred before the distribution was taken, but were not reimbursed by insurance or other coverage.

What is the last-month rule for HSAs?

The last-month rule states that if you are eligible to participate in an HSA on the first day of the last month of your tax year, you can make contributions to the HSA for the entire tax year.

Who needs to file Form 8889?

You need to file Form 8889 if you had an HSA during the tax year and made contributions or received distributions from it.

What is Form 8889 used for?

Form 8889 is used to report contributions, distributions, and other transactions related to a Health Savings Account (HSA) to the IRS.

What is Part III of Form 8889 used for?

Part III of Form 8889 is used to report any additional income and adjustments to income, as well as additional taxes that may apply if you did not maintain HDHP coverage during the testing period for the last-month rule or a qualified HSA funding distribution.

Obrazac 8889

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2021 Obrazac 8889

Računi zdravstvene štednje (HSA)

Form 8889 is used to report contributions made to Health Savings Accounts (HSAs) for tax purposes. It also includes a section for reporting distributions from HSAs and any additional tax that may be owed due to failure to maintain a qualifying High Deductible Health Plan (HDHP).

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What is the additional 20% tax on HSA distributions?
The additional 20% tax on HSA distributions applies if you took a distribution from your HSA for reasons other than qualified medical expenses before age 65 or after death, and did not meet one of the exceptions.
What is a qualified medical expense for HSA purposes?
A qualified medical expense for HSA purposes is any medical care expense that is not reimbursed by insurance or other coverage and is allowed as a deduction under IRS rules for medical and dental expenses.
What is a qualified HSA funding distribution?
A qualified HSA funding distribution is a distribution from an HSA that is used to pay for healthcare costs for yourself or your family members that were incurred before the distribution was taken, but were not reimbursed by insurance or other coverage.
What is the last-month rule for HSAs?
The last-month rule states that if you are eligible to participate in an HSA on the first day of the last month of your tax year, you can make contributions to the HSA for the entire tax year.
Who needs to file Form 8889?
You need to file Form 8889 if you had an HSA during the tax year and made contributions or received distributions from it.
What is Form 8889 used for?
Form 8889 is used to report contributions, distributions, and other transactions related to a Health Savings Account (HSA) to the IRS.
What is Part III of Form 8889 used for?
Part III of Form 8889 is used to report any additional income and adjustments to income, as well as additional taxes that may apply if you did not maintain HDHP coverage during the testing period for the last-month rule or a qualified HSA funding distribution.

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Savezni porezni obrasci

Obrazac 8889 jedan je od saveznih poreznih obrazaca koji su dokumenti koji se koriste za prijavu i podnošenje saveznih poreza na dohodak Poreznoj upravi (IRS) u Sjedinjenim Državama. Ove obrasce koriste pojedinci, tvrtke i organizacije za prijavu svojih prihoda, odbitaka i drugih relevantnih informacija potrebnih za izračun saveznih poreznih obveza.

Najčešće korišten savezni porezni obrazac je obrazac 1040, koji koriste pojedinačni porezni obveznici za prijavu poreza na dohodak. Drugi često korišteni obrasci uključuju Obrazac 1065 za partnerstva, Obrazac 1120 za korporacije i Obrazac 990 za organizacije oslobođene plaćanja poreza.

Savezni porezni obrasci obično zahtijevaju od poreznih obveznika da prijave različite izvore prihoda, kao što su nadnice, plaće i napojnice, kao i prihod od ulaganja, iznajmljivanja nekretnina i drugih izvora. Obrasci također omogućuju poreznim obveznicima traženje odbitaka i kredita za razne troškove, kao što su dobrotvorni prilozi, kamate na hipotekarni kredit i troškovi zdravstvene zaštite.

Važno je podnijeti savezne porezne obrasce točno i na vrijeme, jer nepoštivanje toga može rezultirati kaznama i kamatama od Porezne uprave.

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