IRS Forms & Publications

Tax info and resources for health savings accounts (HSAs)

Each year that you’re enrolled in a health savings account (HSA), you’re required to submit IRS Form 8889: Health Savings Account, with your federal tax return. This form reports HSA contributions made by you and the university, as well as any distributions made from your account. It must be filed with your Form 1040 or Form 1040 NR.

• IRS Form 8889: Used to report contributions, distributions, and other information related to your HSA. Find the form and step-by-step instructions on this page.

You will also need the following information to complete the HSA section of your tax return:

• Your annual Form W-2 from IU
  • available through the Employee Center Payroll & Tax section in January
• Form 1099-SA(Distributions)
  • provided online by WEX at< www.benefit-info.com/iu/ by the end of January
• Form 5498-SA or a list of your annual contributions
  • provided online by WEX at www.benefit-info.com/iu/ in mid-February

Get more information about HSAs:

• IRS Publication 969: This offers guidance on HSAs and other tax-favored health plans.