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For Paperwork Reduction Act Notice see page 8 of the instructions. Cat. No. 24091H 13b Form 8853 2009 Name of policyholder as shown on Form 1040 Attachment Sequence No. Page 2 policyholder Section C.
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How to fill out form 8853 for 2009?

01
Obtain form 8853 for 2009 from the Internal Revenue Service (IRS) website or local IRS office.
02
Carefully read the instructions provided on the form to understand the requirements and eligibility criteria.
03
Gather all necessary documents such as investment statements, education expense receipts, and relevant tax records.
04
Start by filling out your personal information, including your name, address, Social Security number, and filing status.
05
Follow the instructions on the form to accurately report your election to defer certain gain on the sale of qualified securities.
06
Complete the necessary sections to calculate the amount of the gain to be deferred and any adjustments or credits applicable to your situation.
07
Ensure all calculations are correct and double-check for any mistakes or missing information.
08
Sign and date the form.
09
Attach any required documentation or schedules as instructed by the form.
10
Make a copy of the completed form and all supporting documents for your own records.
11
Mail the original form and attachments to the address provided on the form or submit electronically if applicable.

Who needs form 8853 for 2009?

01
Individuals who sold qualified securities and wish to defer the recognition of certain gain from the sale in 2009 may need to file form 8853.
02
Taxpayers who meet the eligibility criteria specified by the IRS should use the form to report their election to defer the gain.
03
It is important to consult the instructions or seek professional advice to determine if you are required to file form 8853 for 2009 based on your specific circumstances.
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Form 8853 is used to report the distribution from a Health Savings Account (HSA), Archer MSA, or Medicare Advantage MSA. It is also used to calculate the taxable amount, if any, and to determine if you are subject to an additional tax for not maintaining a high-deductible health plan.
You are required to file Form 8853 if you had a distribution from a Health Savings Account (HSA), Archer MSA, or Medicare Advantage MSA or if you owe an additional tax on distributions from any of these accounts.
To fill out Form 8853, you need to provide your personal information, details about the distribution, and any additional information required for calculating the taxable amount or additional tax. Refer to the instructions provided with the form for specific guidance.
The purpose of Form 8853 is to report distributions from specific health savings accounts and to determine the taxable amount and any additional tax owed.
Form 8853 requires you to report your personal information, details about the distribution, and any additional information necessary for calculating the taxable amount or additional tax.
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