Generating Form 8889 / Tax Documents

Form 8889 is the IRS form you (or your accountant) attach to your federal tax return for any year you contributed to or took distributions from your HSA. Reimbursable generates it for you.

How to download

Go to Tax Documents from the account menu.
Pick the tax year you want.
Review the preview — Line 14a (distributions), Line 15 (qualified expenses), per-category and per-family-member breakdowns.
Click Download.

You get a ZIP file containing:

Form 8889 worksheet — the relevant lines, with your numbers, ready to copy onto the actual IRS form (or hand to your accountant).
Itemized expense ledger — every expense for that year, in CSV format.
Receipt zip — every uploaded receipt for that year, as image and PDF files.
Audit-ready PDF — a single PDF with your full record for that year.

Pricing

Premium — included for every tax year, every year you're subscribed. No extra cost.
Tax Bundle one-time — $10 per tax year. Buy bundles for past years too. You can re-download forever.
Free plan — you'll be prompted to buy a bundle or upgrade when you click Download.

Before you download

We'll show a warning if any expenses are missing a payment source. Form 8889 needs this to correctly split distributions from qualified expenses, so resolve those first. The warning links you straight to the Expenses page filtered to those entries.

Past tax years

You can pick any tax year from the dropdown — this year, last year, several years back. If you've been tracking expenses for a while, you can generate documents retroactively.

Re-download anytime

Once you've purchased a bundle (or you're on Premium), you can re-download it as many times as you want. Misplaced the file? Just come back to the Tax Documents page and download again.

What if I haven't tracked everything?

The export only includes what's in your Reimbursable ledger. If you didn't track an expense, it won't be on the form. You can always go back and add expenses to past years — the export pulls from whatever is currently in your ledger for the chosen year.

Updated on: 05/06/2026

Was this article helpful?

Thank you!