Healthcare Tax Forms

Tax forms related to health insurance coverage, Health Savings Accounts (HSAs), and the Premium Tax Credit. Required for ACA compliance reporting.

1099-SA

Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

Reports distributions from health savings accounts and medical savings accounts.

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1095-A

Health Insurance Marketplace Statement

Reports health insurance coverage purchased through the Health Insurance Marketplace.

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1095-B

Health Coverage

Reports that you and your dependents had qualifying health coverage.

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1095-C

Employer-Provided Health Insurance Offer and Coverage

Reports health insurance offers and coverage from applicable large employers (50+ employees).

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Form 8962

Premium Tax Credit (PTC)

Used to calculate the premium tax credit for health insurance purchased through the Marketplace and reconcile advance payments of the credit.

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Form 8889

Health Savings Accounts (HSAs)

Used to report Health Savings Account contributions, calculate the HSA deduction, report distributions, and compute any additional tax on non-qualified distributions.

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Form 5498-SA

HSA, Archer MSA, or Medicare Advantage MSA Information

Reports contributions to Health Savings Accounts, Archer MSAs, and Medicare Advantage MSAs, including rollover contributions and fair market value.

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Form 8853

Archer MSAs and Long-Term Care Insurance Contracts

Used to report Archer MSA contributions and deductions, and to compute the taxable portion of long-term care insurance benefits received on a per diem basis.

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