
HSA DISTRIBUTION REQUEST FORM
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People also ask
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What is a distribution request form?
DISTRIBUTION REQUEST TIMELINE This form is to request a participant withdrawal from your retirement account with your employer. Whether you are rolling over the funds or taking a cash payment, you will need to review the Special Tax Notice included at the end of this form.
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What IRS form do I use for HSA withdrawal?
Use Form 8889 to: Report health savings account (HSA) contributions (including those made on your behalf and employer contributions), Figure your HSA deduction, Report distributions from HSAs, and. Figure amounts you must include in income and additional tax you may owe if you fail to be an eligible individual.
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What is an HSA distribution form?
The 1099-SA is used to report any distribution (withdrawal) of funds from your HSA during the prior year. You must report distributions from your HSA on IRS Form 8889. You will receive a separate 1099-SA for each type of distribution made during the tax year.
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How do I request an HSA distribution?
To request a distribution from your HSA in your online account, complete the following steps: Log in to your online account. Navigate to the Home tab and click the applicable option in the I Want To section. ... Complete the required fields and then click "Next." Select the frequency and then click "Next."
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