d******a
发帖数: 99 | 1 Can anyone tell me what the health saving account (HSA) is about in the tax
form? Thanks a lot! | M****o
发帖数: 13571 | 2 What tax form were you talking about? If it's W-2, the HSA contribution
under a cafeteria plan will be put under box 12 on W-2 with code W. | d******a
发帖数: 99 | 3 Thank you Minsco!
For the form 8889, what should I write on line 2?
In addition, for schedule M (form 1040),does it mean that I can get $400
credit as long as my adjusted income is less than $75000?
Thank you again!
【在 M****o 的大作中提到】
: What tax form were you talking about? If it's W-2, the HSA contribution
: under a cafeteria plan will be put under box 12 on W-2 with code W.
| M****o
发帖数: 13571 | 4 For form 8889, pls refer to the instructions:
www.irs.gov/pub/irs-pdf/i8889.pdf
Line 2
Include on line 2 only those amounts you, or others on your behalf,
contributed to your HSA. Also, include those contributions made from January
1, 2011, through April 18, 2011, that were for 2010. Do not include
employer contributions (see line 9) or amounts rolled over from another HSA
or Archer MSA, or a qualified HSA distribution. See Rollovers on page 2.
Also, do not include any qualified HSA funding distributions (see line 10).
Contributions to an employee’s account through a cafeteria plan are treated
as employer contributions and are not included on line 2.
For schedule M, form 1040, refer to this:
www.irs.gov/pub/irs-pdf/i1040sm.pdf
The rules are more complicated and since I don't know the details of your
situation, I really cannot give you specific answer.
BTW if you're trying to file your own tax return, you can do so for free at
H&R block's website or TurboTax's website if you qualify.
【在 d******a 的大作中提到】
: Thank you Minsco!
: For the form 8889, what should I write on line 2?
: In addition, for schedule M (form 1040),does it mean that I can get $400
: credit as long as my adjusted income is less than $75000?
: Thank you again!
| d******a
发帖数: 99 | 5 Thank you so much!
Now I am much clearer. Very appreciate your knowledge and kind reply.
January
HSA
.
treated
【在 M****o 的大作中提到】
: For form 8889, pls refer to the instructions:
: www.irs.gov/pub/irs-pdf/i8889.pdf
: Line 2
: Include on line 2 only those amounts you, or others on your behalf,
: contributed to your HSA. Also, include those contributions made from January
: 1, 2011, through April 18, 2011, that were for 2010. Do not include
: employer contributions (see line 9) or amounts rolled over from another HSA
: or Archer MSA, or a qualified HSA distribution. See Rollovers on page 2.
: Also, do not include any qualified HSA funding distributions (see line 10).
: Contributions to an employee’s account through a cafeteria plan are treated
|
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