Medical Savings Account

Topic Index

Web Links

IRS.gov Web Site


Publications

Related Publications

Publication 969 Health Savings Accounts and Other Tax-Favored Health Plans

Links Inside Publications

Publication 17 - Your Federal Income Tax (For Individuals) - Wages, Salaries, and Other Earnings

Publication 17 - Your Federal Income Tax (For Individuals) - Other Income

Publication 502 - Medical and Dental Expenses Including the Health Coverage Tax Credit - What Expenses Are Not Includible?

Publication 969 - Health Savings Accounts and Other Tax-Favored Health Plans - Medical Savings Accounts (MSAs)

Publication 969 - Health Savings Accounts and Other Tax-Favored Health Plans - Medical Savings Accounts (MSAs)


Forms and Instructions

Relevant Forms

2013 Form 1099-LTC Long Term Care and Accelerated Death Benefits (Info Copy Only)
2013 Instructions for Form 1099-LTC, Long Term Care and Accelerated Death Benefits
2013 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1099-LTC Long Term Care and Accelerated Death Benefits (Info Copy Only)
2012 Instructions for Form 1099-LTC, Long Term Care and Accelerated Death Benefits
2012 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

2013 Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA (Info Copy Only)
2013 Instructions for Forms 1099-SA and 5498-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA and HSA, Archer MSA, or Medicare Advantage MSA Information
2013 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA (Info Copy Only)
2012 Instructions for Forms 1099-SA and 5498-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA and HSA, Archer MSA, or Medicare Advantage MSA Information
2012 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts
Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

2013 Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information (Info Copy Only)
2013 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2012 Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information (Info Copy Only)
2012 General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)

Form 8851 Summary of Archer MSAs

Form 8853 Archer MSAs and Long-Term Care Insurance Contracts
Instructions for Form 8853, Archer MSAs and Long-Term Care Insurance Contracts

Form 8889 Health Savings Accounts (HSAs)
Instructions for Form 8889, Health Savings Accounts (HSAs)