Health Savings Accounts (HSA)

Topic Index


Forms and Instructions

Relevant Forms

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
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 5305-B Health Savings Trust Account

Form 5305-C Health Savings Custodial Account

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

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


Publications

Related Publications

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

Links Inside Publications

Publication 15-B - Employer's Tax Guide to Fringe Benefits - 2. Fringe Benefit Exclusion Rules

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

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 - Health Savings Accounts and Other Tax-Favored Health Plans

Web Links

IRS.gov Web Site