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Principal Publications Publications
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Related Publications
Publication 969 Health Savings Accounts and Other Tax-Favored Health PlansIndex for this PublicationPDF version of this PublicationTopic Screen for this Publication
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 Forms and Instructions
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Relevant Forms
2014 Form 1099-LTC Long Term Care and Accelerated Death Benefits (Info Copy Only)
2014  Instructions for Form 1099-LTC, Long Term Care and Accelerated Death Benefits
2014  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2013 Form 1099-LTC Long Term Care and Accelerated Death Benefits (Info Copy Only)Topic Screen for this Form
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)
2014 Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA (Info Copy Only)
2014  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
2014  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)Topic Screen for this Form
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)
Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored AccountsTopic Screen for this Form
Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored AccountsHTML Instructions
2014 Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information (Info Copy Only)
2014  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
2014  General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)
2013 Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information (Info Copy Only)Topic Screen for this Form
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)
Form 8851 Summary of Archer MSAsTopic Screen for this Form
Form 8853 Archer MSAs and Long-Term Care Insurance ContractsTopic Screen for this Form
Instructions for Form 8853, Archer MSAs and Long-Term Care Insurance Contracts
Form 8889 Health Savings Accounts (HSAs)Topic Screen for this Form
Instructions for Form 8889, Health Savings Accounts (HSAs)