Is there an HSA tax form that I need to file with my tax return?

Yes, tax form 8889 is the form you should attach to your personal tax return (form 1040). This form is not supplied by Lively but must be completed by each account holder by inputting all of your HSA contributions for the year, as well as any additional taxes for which you’re responsible. For help with this, please consult a tax professional.

For more information about your HSA and taxes, check out Lively’s HSA Tax Guide or other FAQs below:

• When does Lively send out HSA tax forms?
• What if I had more than one HSA in a tax year?

Disclaimer: The content presented in this article is for informational purposes only, and is not, and must not be considered tax, investment, legal, accounting, or financial planning advice, nor a recommendation as to a specific course of action. Investors should consult all available information, including fund prospectuses, and consult with appropriate tax, investment, accounting, legal, and accounting professionals, as appropriate, before making any investment or utilizing any financial planning strategy.