Don’t Forget These Benefits Before You File Your Taxes

Don’t Forget These Benefits Before You File Your Taxes

by | Apr 8, 2026 | Blog

Tax season sneaks up fast, and with the tax deadline right around the corner, it’s easy to forget that some employee benefits come with extra tax forms. If you used certain health or family‑related benefits this year, the IRS may expect a little more information when you file.

The good news? Only a few benefits actually need tax forms. Here’s a quick, simple breakdown.

Used an HSA? You’ll Need to File a Form

If you contributed to a Health Savings Account (HSA) or used HSA money for medical expenses, you’ll need to report it on your tax return.

Forms you may see:

  • Form 1099‑SA – Shows how much money you took out of your HSA
  • Form 5498‑SA – Shows how much money went into your HSA (for reference)
  • Form 8889 – This form must be filed with your tax return

Even if you didn’t spend your HSA money, Form 8889 is still required if you made contributions.

Have a Dependent Care FSA? There’s a Form for That

If you used a Dependent Care FSA to pay for childcare or care for an adult dependent, this benefit must be reported.

Form you’ll need:

  • Form 2441 – Dependent Care Expenses

This form helps the IRS make sure your dependent care benefits are reported correctly.

Helpful reminder: Healthcare FSAs do NOT require tax forms—only Dependent Care FSAs do.

Employer Helped With Adoption Costs?

If your employer provided adoption assistance, the IRS requires you to report it.

Form you’ll need:

  • Form 8839 – Qualified Adoption Expenses

This form shows how adoption‑related benefits affect your taxes.

Quick Check Before You File

Before you hit “submit,” make sure you have tax forms for:

  • HSA contributions or withdrawals
  • Dependent Care FSA expenses
  • Adoption assistance benefits

Having the right forms ready can help you avoid filing delays, errors, or IRS follow‑ups.

Are Wellness Incentives Taxable?

Are Wellness Incentives Taxable?

by | Mar 23, 2026 | Blog

Your company wants to offer “healthy lifestyle” sessions next year — awesome! And employees who attend all sessions will receive a $200 cash bonus. But one big question comes up:

Will employees have to pay taxes on that $200?
Short answer: Yes.

Here’s the easy explanation.

What Part of a Wellness Program Is Tax‑Free?

Things like:

  • Health screenings
  • Flu shots
  • Coaching or health education

These aren’t taxable, because they count as health benefits.

When Wellness Rewards Are Taxed

If the reward is cash or basically the same as cash (like a gift card), the IRS treats it like extra pay.

So the $200 wellness bonus:

  • Will be taxed
  • Will show up on an employee’s W‑2
  • Will have regular payroll taxes taken out (like any paycheck)

It doesn’t matter that the bonus is tied to being healthy — cash is still cash in the eyes of the IRS.

What Rewards Aren’t Taxed?

Some wellness incentives can be tax‑free, such as:

  • Lower health insurance premiums
  • Extra employer money added to an employee’s HSA, FSA, or HRA

These are treated like health plan benefits, not income.

Be Careful of “Tax‑Free Cash” Wellness Programs

Some wellness vendors claim they can give employees tax‑free cash by using salary reductions. These programs usually:

  • Make employees pay a high “premium”
  • Then give them money back for completing wellness activities

But this money is really just employees getting their own pre‑tax dollars back — and it isn’t actually tax‑free.
These programs are often misleading and can cause compliance problems.

Do You Need to Worry About Medical Privacy Rules?

Not really — in this case.

Your wellness sessions:

  • Don’t require employees to share health info
  • Don’t ask for medical results
  • Don’t involve screenings

So laws like HIPAA, GINA, and the ADA aren’t heavily triggered. Still, it’s a good idea to have legal counsel glance at any wellness incentive program before launching it.

The Bottom Line

Here’s the simplest way to think about it:

✔ If the reward is cash or a gift card → it’s taxable.
✔ If the reward lowers insurance costs or adds money to a health account → usually not taxable.

Your $200 wellness bonus = taxable income for employees.

Source: Thomson Reuters

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