WebMay 4, 2024 · On April 29, 2024, the IRS announced updated amounts adjusted for inflation. T he 2024 maximum contribution that may be made for calendar year 2024 by an individual with self-only coverage will be $3,850, representing a $200 increase from 2024. Webcontribution form and mail to: HealthEquity Attn: Client Services: 15 W Scenic Pointe Dr, Ste 100 ... By opening a health savings account (HSA) with HealthEquity, you accept the terms of HSA enrollment and the custodial agreement. ... you understand and agree to the following: • You are covered by a qualified high deductible health plan ...
Forms and Documents - HealthEquity
WebMay 6, 2024 · The 5498-SA tax form is used to report contributions to a health savings account (HSA). It is for informational purposes and is not required to file a tax return. Basic information. HealthEquity provides this form if you made or received any contributions to your HSA between January 1 – December 31 of the previous year. Web3. The tax consequences of any contribution (including rollover contributions) and distributions. Name (please print) Signature : Date : Please allow three to five business … toyota north bethesda
HSA Contribution Form - HealthEquity
WebPrinted account statements. $1.25 each, by request. Experienced support: Our Health Payment Services team is ready to answer your questions at 1-877-761-3399, Monday through Friday, from 5 a.m. to 7 p.m. Pacific time (except holidays). Call 24/7 for automated help, or you can email [email protected]. Webon Form 8889. Note: After-tax contributions will not appear on your W-2. You may be able to claim a deduction for these contributions on line 13. See instructions for Form 8889 for more information. Form 8889 File Form 8889 with your tax return to report your HSA contributions and distributions. WebFeb 22, 2024 · HealthEquity will report your total 2024 HSA contributions on IRS Form 5498-SA, which will be sent to you. Then, you can report your tax-deductible HSA contributions on Form 8889 (these are the contributions you've made with after-tax money via bank transfer-not through payroll deductions). toyota north brunswick service