Health Savings Resources and Forms

Looking for Health Savings tax forms and information? Below is a list of information provided by the IRS to help you on your way to opening and establishing a Health Savings Account.

Account Login

 

Tax information provided by the IRS can be found at

http://www.irs.gov/formspubs/article/0,,id=207296,00.html.

 

For Tax Forms for Individuals, see the links below.

Form 8889 to be submitted with personal income tax form 1040

Instructions for Form 8889

Publication 969 for guidance for filing taxes

Publication 502 for medical and dental expenses

 

For Tax Information and Forms for Administrators, please see the links below.

2008 Form 1099-SA

2008 Form 5498-SA

IRS Instructions for Form 1099-SA and Form 5498-SA