Services for CPAs and Attorneys
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Great
Lakes HSA employs some of the leading experts in section
223 regulations. Our HSA experts have written over 1000
tax memos & opinions related to the HSA rules and regulations.
Our HSA expertise has led many accountants to employ Great
Lakes HSA and assist them with difficult questions related
to section 223 or valuations of HSA health plans.
If
you have a client with that might benefit from adopting
a consumer-driven health plan, or have a question related
to section 223, contact one of our HSA experts at 216-373-6748.
Below
are links to some of the most important IRS documents related
to HSAs.
Important Links for Tax Forms
Federal Tax savings through HSAs?
Employer Tax
Treatment of HSAs
IRS
Forms
Publication 969
Publication 502:
Medical and Dental Expenses
Form 1099-SA
Form 5498-SA
Instructions for
Forms 1099-SA
and 5498-SA
Form 8889
- (submitted with personal income tax form 1040):
Instructions
for Form 8889
Form W-2 (2004)
Form W-2 Instructions
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