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Este formulario se utiliza para reportar las cuentas de ahorros de salud de Archer (MSA) y los contratos de seguro de cuidado a largo plazo, y se adjunta al Formulario 1040 para el año fiscal 2001.
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How to fill out form 8853

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How to fill out Form 8853

01
Obtain Form 8853 from the IRS website or your tax preparation software.
02
Fill out your personal information in the top section, including your name, Social Security number, and address.
03
Complete Part I of the form by reporting your Health Savings Account (HSA) contributions.
04
If applicable, fill out Part II to report distributions from your HSA.
05
Provide any necessary information regarding qualified medical expenses in Part III.
06
Review all sections for accuracy and completeness.
07
Sign and date the form before submitting it with your tax return.

Who needs Form 8853?

01
Individuals with a Health Savings Account (HSA).
02
Taxpayers who wish to report contributions to or distributions from their HSA.
03
Those who have incurred qualified medical expenses paid from their HSA.
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People Also Ask about

A tax-qualified long term care insurance contract qualifies for favorable federal income tax treatment. If the policy only pays benefits that reimburse you for qualified long-term care expenses you will not owe federal income tax on these benefits.
You need to file Form 8853 if you contribute to an Archer MSA, receive distributions, inherit an MSA, or receive taxable payments from long-term care insurance or accelerated death benefits.
The Form 1099-LTC report reflects payments made directly to you as well as those payments made to third parties on your behalf. People are often surprised to receive this report.
Form 1099-C. Lenders or creditors are required to issue Form 1099-C, Cancellation of Debt, if they cancel a debt owed to them of $600 or more. Generally, an individual taxpayer must include all canceled amounts (even if less than $600) on the "Other Income" line of Form 1040.
You need to file Form 8853 if you contribute to an Archer MSA, receive distributions, inherit an MSA, or receive taxable payments from long-term care insurance or accelerated death benefits.
To be eligible for an Archer MSA, you (or your spouse) must be an employee of a small employer or be self-employed. You (or your spouse) must be covered under an HDHP and have no other health coverage except permitted coverage. You must not be enrolled in Medicare and can't be another person's dependent.
Form 8233. The Form 8233 (pdf) should be used by nonresident alien students, teachers, and researchers to claim exemption from withholding on compensation for services that is exempt from taxation under a U.S. tax treaty. View IRS instructions for completing the form (pdf).
Use Form 8853 to: Report Archer MSA contributions (including employer contributions), Figure your Archer MSA deduction, Report distributions from Archer MSAs or Medicare Advantage MSAs, Report taxable payments from long-term care (LTC) insurance contracts, or.

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Form 8853 is a tax form used by individuals to report Health Savings Accounts (HSAs) and other arrangements for medical expenses that are tax-exempt under the Internal Revenue Code.
Taxpayers who have a Health Savings Account (HSA), Archer Medical Savings Account (MSA), or who received distributions from these accounts are required to file Form 8853.
To fill out Form 8853, taxpayers must provide their personal information, details about their health accounts, contributions, distributions, and any qualified medical expenses, following the instructions outlined by the IRS for the form.
The purpose of Form 8853 is to report contributions to and distributions from Health Savings Accounts and Archer MSAs, ensuring compliance with tax regulations and to determine any taxable amounts.
Information that must be reported on Form 8853 includes details of contributions and distributions for HSAs and MSAs, dates of transactions, and any qualified medical expenses that were incurred.
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