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IRS Updates HSA-Related Forms
(January 18, 2016) It’s that time of year. The IRS has been busy releasing updated forms to provide taxpayers and financial organizations with current forms and instructions related to HSAs. Updates to the following forms have been posted in HSAstuff, and can be accessed by clicking here.
- Form 1040, U.S. Individual Income Tax Return, and its corresponding instructions
- Form 1040NR, U.S. Nonresident Alien Income Tax Return, and its corresponding instructions
- Schedule R (Form 1040A or 1040), Credit for the Elderly or the Disabled, and its corresponding instructions
- Form 1096, Annual Summary and Transmittal of U.S. Information Returns
- Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA, and its corresponding instructions
- 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, and its corresponding instructions
- Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information, and its corresponding instructions
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2017 HSA Contribution Deadline
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2017 HSA COLAs Issued
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Publication 502 Posted
2015 HSA Contribution Deadline Reminder
IRS Releases 2016 HSA Reporting Forms
2016 Instructions for Forms 1099-SA and 5498-SA Posted
IRS Posts 2015 Form 8889
IRS Releases 2015 Instructions for Form 8889
Proposed Regulations Published Regarding Treatment of Same-Sex Marriage for Federal Tax Purposes
HSA Eligibility Rules Change for Individuals Receiving VA Benefits
EBRI Study Examines HSA Investment Options
2016 HSA COLAs Issued
Publication 969 Posted
IRS Notice Clarifies Obamacare HSA Preventive Care Issue
HSA Family Contribution Reverted To $6,900
HSA Contribution Clarification & Transition Relief
5th Circuit Court of Appeals Strikes Down DOL Fiduciary Rule
2018 HSA Family Contribution Limit Reduced
Publication 969 Posted
2017 HSA Contribution Deadline
HSA Changes Included In House Healthcare Bill
2018 HSA COLAs Issued
Publication 969 Posted
HSA Model Documents Posted
2016 HSA Contribution Deadline
2017 HSA COLAs Issued
HSA Enhancements Proposed in Bill
Publication 969 Posted
IRS Updates HSA-Related Forms
Publication 502 Posted
2015 HSA Contribution Deadline Reminder
IRS Releases 2016 HSA Reporting Forms
2016 Instructions for Forms 1099-SA and 5498-SA Posted
IRS Posts 2015 Form 8889
IRS Releases 2015 Instructions for Form 8889
Proposed Regulations Published Regarding Treatment of Same-Sex Marriage for Federal Tax Purposes
HSA Eligibility Rules Change for Individuals Receiving VA Benefits
EBRI Study Examines HSA Investment Options
2016 HSA COLAs Issued
Publication 969 Posted
IRS Notice Clarifies Obamacare HSA Preventive Care Issue
