Intuit HelpIntuit
Common questions on Form 8889 in ProSeries
by Intuit• Updated 3 months ago
This article will help you:
- Understand the flow of Health Savings Account (HSA) information throughout your client’s return
- Understand how to enter HSA information in Intuit ProSeries
If HSA contributions we're on the W-2:
- Open the W-2 Worksheet.
- Enter the contributions made through the employer on box 12 with a code W.
- Press F6 to bring up Open Forms.
- Type 8889, select the copy for the taxpayer or spouse and select OK.
- In the Line 3 Smart Worksheet fill in the information about the type of plan.
- Enter any contributions not paid through the employer on line 2. Don't duplicate amounts already shown on the W-2.
- HSA Distributions entered on 1099-SA flow to Form 8889 Line 14a.
- If the taxpayer contributed too much to the HSA, the excess contribution flows to Form 5329 Lines 47 and 48.
- For more information about Form 8889, go to the Form 8889 Instructions.
If HSA contributions we're not on the W-2:
- Press F6 on your keyboard to bring up Open Forms.
- Type 8889 and select OK.
- In the Line 3 Smart Worksheet fill in the information about the type of plan.
- Enter the contributions on line 2.
- HSA Distributions entered on 1099-SA flow to Form 8889 Line 14a
- If the taxpayer contributed too much to the HSA, the excess contribution flows to Form 5329 Lines 47 and 48.
- For more information about Form 8889, go to the Form 8889 Instructions.
If there is an excess HSA contribution, the Fair Market Value from the 5498-SA needs to be entered on Form 5329 HSA Value Smart Worksheet.
Related topics
Sign in now for personalized help
Ask questions, get answers, and join our large community of Intuit Accountants users.
More like this
- Common questions for Form 8825 in ProSeriesby Intuit•21• Updated November 16, 2023
- Common questions for Form 8824 in ProSeriesby Intuit•3• Updated 1 month ago
- Common questions about Form 8879 in ProSeriesby Intuit•7• Updated 1 month ago
- Common questions about Form 8814 in ProSeriesby Intuit•15• Updated January 25, 2024
- Common questions about Form 8582 in ProSeriesby Intuit•50• Updated 1 year ago