×
tax forms found in
Tax Form Code
Tax Form Name

Federal Free Printable 2023 Form 8889 for 2024 Federal Health Savings Accounts (HSAs)

Tax season is open, and returns are due on April 16th! Save by eFiling early with TurboTax start now

It appears you don't have a PDF plugin for this browser. Please use the link below to download 2023-federal-form-8889.pdf, and you can print it directly from your computer.

Health Savings Accounts (HSAs)
2023 Form 8889

Form 8889 Department of the Treasury Internal Revenue Service Health Savings Accounts (HSAs) OMB No. 1545-0074 2023 Attach to Form 1040, 1040-SR, or 1040-NR. Go to www.irs.gov/Form8889 for instructions and the latest information. Name(s) shown on Form 1040, 1040-SR, or 1040-NR Attachment Sequence No. 52 Social security number of HSA beneficiary. If both spouses have HSAs, see instructions. Before you begin: Complete Form 8853, Archer MSAs and Long-Term Care Insurance Contracts, if required. Part I HSA Contributions and Deduction. See the instructions before completing this part. If you are filing jointly and both you and your spouse each have separate HSAs, complete a separate Part I for each spouse. 1 Check the box to indicate your coverage under a high-deductible health plan (HDHP) during 2023. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . HSA contributions you made for 2023 (or those made on your behalf), including those made by the unextended due date of your tax return that were for 2023. Do not include employer contributions, contributions through a cafeteria plan, or rollovers. See instructions . . . . . . . . . . . 2 3 If you were under age 55 at the end of 2023 and, on the first day of every month during 2023, you were, or were considered, an eligible individual with the same coverage, enter $3,850 ($7,750 for family coverage). All others, see the instructions for the amount to enter . . . . . . . . . . 3 4 Enter the amount you and your employer contributed to your Archer MSAs for 2023 from Form 8853, lines 1 and 2. If you or your spouse had family coverage under an HDHP at any time during 2023, also include any amount contributed to your spouse’s Archer MSAs . . . . . . . . . . . . . Subtract line 4 from line 3. If zero or less, enter -0- . . . . . . . . . . . . . . . . . Enter the amount from line 5. But if you and your spouse each have separate HSAs and had family coverage under an HDHP at any time during 2023, see the instructions for the amount to enter . . If you were age 55 or older at the end of 2023, married, and you or your spouse had family coverage under an HDHP at any time during 2023, enter your additional contribution amount. See instructions . Add lines 6 and 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . Employer contributions made to your HSAs for 2023 . . . . . . . . 9 Qualified HSA funding distributions . . . . . . . . . . . . . . 10 Add lines 9 and 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . Subtract line 11 from line 8. If zero or less, enter -0- . . . . . . . . . . . . . . . . . HSA deduction. Enter the smaller of line 2 or line 12 here and on Schedule 1 (Form 1040), Part II, line 13 Caution: If line 2 is more than line 13, you may have to pay an additional tax. See instructions. 2 5 6 7 8 9 10 11 12 13 Part II b Additional 20% tax (see instructions). Enter 20% (0.20) of the distributions included on line 16 that are subject to the additional 20% tax. Also, include this amount in the total on Schedule 2 (Form 1040), Part II, line 17c . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 19 20 21 Family 4 5 6 7 8 11 12 13 HSA Distributions. If you are filing jointly and both you and your spouse each have separate HSAs, complete a separate Part II for each spouse. 14a Total distributions you received in 2023 from all HSAs (see instructions) . . . . . . . . . . b Distributions included on line 14a that you rolled over to another HSA. Also include any excess contributions (and the earnings on those excess contributions) included on line 14a that were withdrawn by the due date of your return. See instructions . . . . . . . . . . . . . . c Subtract line 14b from line 14a . . . . . . . . . . . . . . . . . . . . . . . . 15 Qualified medical expenses paid using HSA distributions (see instructions) . . . . . . . . . 16 Taxable HSA distributions. Subtract line 15 from line 14c. If zero or less, enter -0-. Also, include this amount in the total on Schedule 1 (Form 1040), Part I, line 8f . . . . . . . . . . . . . . 17a If any of the distributions included on line 16 meet any of the Exceptions to the Additional 20% Tax (see instructions), check here . . . . . . . . . . . . . . . . . . . . . . Part III Self-only 14a 14b 14c 15 16 17b Income and Additional Tax for Failure To Maintain HDHP Coverage. See the instructions before completing this part. If you are filing jointly and both you and your spouse each have separate HSAs, complete a separate Part III for each spouse. Last-month rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Qualified HSA funding distribution . . . . . . . . . . . . . . . . . . . . . . . Total income. Add lines 18 and 19. Include this amount on Schedule 1 (Form 1040), Part I, line 8f . Additional tax. Multiply line 20 by 10% (0.10). Include this amount in the total on Schedule 2 (Form 1040), Part II, line 17d . . . . . . . . . . . . . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 37621P 18 19 20 21 Form 8889 (2023)
Extracted from PDF file 2023-federal-form-8889.pdf, last modified October 2023

More about the Federal Form 8889 Other TY 2023

We last updated the Health Savings Accounts (HSAs) in January 2024, so this is the latest version of Form 8889, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 8889 directly from TaxFormFinder. You can print other Federal tax forms here.


eFile your Federal tax return now

eFiling is easier, faster, and safer than filling out paper tax forms. File your Federal and Federal tax returns online with TurboTax in minutes. FREE for simple returns, with discounts available for TaxFormFinder users!

File Now with TurboTax

Other Federal Other Forms:

TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form W-4V Voluntary Withholding Request
Form 940 Employer's Annual Federal Unemployment (FUTA) Tax Return
Form W-12 IRS Paid Preparer Tax Identification Number (PTIN) Application and Renewal
Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Form 13615 Volunteer Standards of Conduct Agreement – VITA/TCE Programs

Download all  tax forms View all 775 Federal Income Tax Forms


Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 8889 from the Internal Revenue Service in January 2024.

Show Sources >

Historical Past-Year Versions of Federal Form 8889

We have a total of thirteen past-year versions of Form 8889 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2023 Form 8889

2023 Form 8889

2022 Form 8889

2022 Form 8889

2021 Form 8889

2021 Form 8889

2020 Form 8889

2020 Form 8889

2019 Form 8889

2019 Form 8889

2018 Form 8889

2018 Form 8889

2017 Form 8889

2017 Form 8889

2016 Form 8889

2016 Form 8889

Health Savings Accounts (HSAs) 2015 Form 8889

2015 Form 8889

Health Savings Accounts (HSAs) 2014 Form 8889

2014 Form 8889

Health Savings Accounts (HSAs) 2013 Form 8889

2013 Form 8889

Health Savings Accounts (HSAs) 2012 Form 8889

2012 Form 8889

Health Savings Accounts (HSAs) 2011 Form 8889

2011 Form 8889


TaxFormFinder Disclaimer:

While we do our best to keep our list of Federal Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.

** This Document Provided By TaxFormFinder.org **
Source: http://www.taxformfinder.org/federal/form-8889