such as a health savings account. Any organization or individual you received a payment from is required to send this tax form to you by Jan. 31 each year; an employer is also required to ...

You also need to submit Form 8889 with your tax return. So, it might be wise to put more money into your HSA before the 2023 HSA contributions deadline if you haven't already reached the limit.

Some tax forms have worksheets to reconcile differences. For example, you may receive 1099-SA reporting HSA distributions but if you made withdrawals for qualified medical expenses they're not ...

Let's explore how to create a medical nest egg with a look at HSA contribution limits, tax benefits and the expenses that qualify for tax-free HSA funds. An HSA is a tax-advantaged investment ...

Then you’ll be mad! When you have an HSA, you must include Form 8889, Health Savings Accounts, with your annual 1040 tax return packet. The IRS needs confirmation that you contributed correctly ...