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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Porezni obrasci

Obrazac 8889 je jedan od poreznih obrazaca koji su dokumenti koji se koriste za prijavu prihoda, odbitaka i poreznih obveza relevantnom poreznom tijelu. Ovi su obrasci bitan dio procesa podnošenja poreznih prijava i koriste se kako bi se osiguralo da pojedinci i tvrtke poštuju porezne zakone i točno izračunaju svoje porezne obveze.

Posebni potrebni porezni obrasci mogu se razlikovati ovisno o čimbenicima kao što su status prijave pojedinca, izvori prihoda i porezni zakoni zemlje. Međutim, evo nekih uobičajenih vrsta poreznih obrazaca:

Obrasci za porez na dohodak pojedinaca: Ovi se obrasci, poput serije 1040 u Sjedinjenim Državama, koriste pojedincima da prijave svoje prihode, traže odbitke i kredite te izračunaju svoje porezne obveze.

Poslovni porezni obrasci: Tvrtke, uključujući samostalne poduzetnike, partnerstva, korporacije i samozaposlene pojedince, možda će morati podnijeti različite obrasce za prijavu svojih prihoda, troškova i dugovanih poreza. Primjeri uključuju Prilog C (Dobit ili gubitak od poslovanja) i Obrazac 1120 (Prijava poreza na dobit korporacija u SAD-u).

Porezni obrasci za zaposlenje: Poslodavci su dužni prijaviti plaće zaposlenika te zadržati i doznačiti poreze na plaće. U tu svrhu koriste se obrasci kao što su W-2 (Izjava o plaći i porezu) i 941 (Kvartalna prijava saveznog poreza poslodavca).

Obrasci za investicijske i mirovinske račune: Ovi se obrasci koriste za prijavu prihoda od ulaganja, kapitalnih dobitaka i gubitaka, kao i doprinosa i raspodjela s mirovinskih računa. Primjeri uključuju obrazac 1099-DIV (Dividende i raspodjele) i Obrazac 5498 (Informacije o doprinosu IRA-e).

Obrasci za porez na nekretnine i darove: kada osoba premine ili da značajne darove, posebni obrasci kao što je Obrazac 706 (Povrat poreza na imovinu Sjedinjenih Država (i Generation-Skipping Transfer)) i Obrazac 709 (United States Gift (and Generation- Skipping Transfer) Tax Return) koriste se za prijavu i izračun svih primjenjivih poreza na nekretnine ili darove.

Važno je napomenuti da se porezni zakoni i obrasci mogu mijenjati tijekom vremena, pa bi se pojedinci i tvrtke trebali posavjetovati s nadležnim poreznim tijelima ili potražiti profesionalni porezni savjet kako bi osigurali usklađenost s trenutačnim zahtjevima.

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