Medical and health savings accounts FAQs (1040)

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Form 8853 - Archer MSAs and long-term care insurance contracts FAQs

The following includes answers to common questions about Form 8853 - Archer MSAs and long-term care insurance contracts.

If an employer made contributions to an Archer MSA during the year, is Form 8853 still required?

What are the High Deductible Health Plan (HDHP) limits for this year?

How is the Archer MSA limitation calculated?

Why aren't the total unreimbursed qualified medical expenses transferring to Schedule A as a medical expense deduction?

How does UltraTax CS calculate the limitation for HSA and Archer MSA deductible contributions on Forms 8889 and 8853 when there is more than one account?

What happens when MSA contributions exceed the maximum amount that qualifies for the deduction?

Why are certain lines skipped on Form 8853, Page 1, when there are employer contributions to an Archer MSA entered in the Box 12 field in Screen W2?

How do I enter distributions from a Medicare Advantage Archer MSA?

Form 8889 - Health savings account FAQs

The following includes answers to common questions about Form 8889 - Health savings accounts.

Who is eligible to establish an HSA?

What are the High Deductible Health Plan (HDHP) limits for this year?

How is the HSA contribution limitation calculated?

How does UltraTax CS calculate the limitation for HSA and Archer MSA deductible contributions on Forms 8889 and 8853 when there is more than one account?

What are the catch-up contributions?

Why aren't the total unreimbursed qualified medical expenses transferring to Schedule A as a medical expense deduction?

What happens when HSA contributions exceed the maximum amount that qualifies for the deduction?

What data entry is required when there are employer contributions to an HSA reported on Screen W2, box 12, code W?

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