We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our marketing partners) and for other business use.
Click "here" to read our Cookie Policy. By clicking "Accept" you agree to the use of cookies. Read less
Read more
Accept
Loading
Form preview
  • US Legal Forms
  • Form Library
  • More Forms
  • More Multi-State Forms
  • 2001 Form 8853 (fill-in Version). Archer Msas And Long-term Care Insurance Contracts

Get 2001 Form 8853 (fill-in Version). Archer Msas And Long-term Care Insurance Contracts

Attachment Sequence No. See separate instructions. 39 Social security number of MSA account holder. If both spouses have MSAs, see page 1 Section A. Archer MSAs. If you have only a Medicare+Choice MSA, skip Section A and complete Section B. Part I General Information. See page 1 of the instructions. Yes No 1a b c 2a b c Did you or your employer make contributions to your Archer MSA for 2001? If Yes, were you uninsured when the MSA was established (see page 2 of the instructions)?.

How it works

  1. Open form

    Open form follow the instructions

  2. Easily sign form

    Easily sign the form with your finger

  3. Share form

    Send filled & signed form or save

How to fill out the 2001 Form 8853 (Fill-in Version). Archer MSAs and Long-Term Care Insurance Contracts online

Filling out the 2001 Form 8853 is essential for individuals with Archer MSAs and long-term care insurance contracts to report their contributions and distributions accurately. This guide provides step-by-step instructions to help users navigate the form with ease.

Follow the steps to successfully complete the form online.

  1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
  2. Start by entering the name(s) shown on your tax return and the social security number of the MSA account holder in the designated fields.
  3. Proceed to Section A for Archer MSAs. Answer the questions regarding contributions made to your Archer MSA for 2001, indicating coverage under a high deductible health plan if applicable.
  4. In Part II, provide details about any employer contributions made to your Archer MSA and your own contributions, ensuring to exclude rollovers.
  5. Next, move to Part III to report MSA distributions. Enter the total distributions received, any rolled-over amounts, and calculate the taxable distributions.
  6. Complete Section B if applicable, reporting total distributions from Medicare+Choice MSAs and any unreimbursed qualified medical expenses.
  7. If you are completing Section C for Long-Term Care Insurance Contracts, provide the required information about the insured and any payments received.
  8. Finally, review your entries for accuracy. Once complete, you can save your changes, download, print, or share the form as needed.

Start filling out your documents online today to ensure accurate and timely filing.

Get form

Experience a faster way to fill out and sign forms on the web. Access the most extensive library of templates available.
Get form

Related content

2001 - Instructions for Form 8853
Archer MSAs and Long-Term Care Insurance Contracts. Section references are to the Internal...
Learn more
2008 Publication 525
Feb 19, 2009 — ... Form 8853, health FSA or HRA (discussed earlier) or a qual-. •...
Learn more
2016 Instruction 1040
Dec 15, 2016 — Attach Form 8965 to claim an exemption from the requirement to have...
Learn more

Related links form

Fedcash Form And Instructions - FRBservices.org - Frbservices Frbservices 1 Is Open Space Preservation A Form Of Exclusionary ... - Cornell - Courses Cit Cornell

Questions & Answers

Get answers to your most pressing questions about US Legal Forms API.

Contact support

Generally, no. Tax-qualified Long-Term Care Insurance benefits come to you tax-free.

Insurance companies that pay long-term care insurance benefits are required by the Internal Revenue Service (IRS) to provide claimants with a 1099 LTC – Copy B Form that reports payments made under a long term care insurance contract. Insurers typically issue 1099 LTC Forms in January for the prior tax year.

Archer MSAs were created to help self-employed individuals and employees of certain small employers meet the medical care costs of the account holder, the account holder's spouse, or the account holder's dependent(s).

Form 1099-LTC is an important part of an individual's tax-filing obligation if you or someone you know received LTC benefits in the previous year. A variety of providers, including insurance companies and governmental entities, should furnish anyone who received such benefits with this form.

Your 1099-LTC may list a large amount of benefits for which you may not necessarily owe taxes (a "tax-qualified policy"). In the case of per diem benefits, the portion of benefits potentially excluded from income is subject to a maximum daily amount. If this limitation is exceeded, part of the benefits may be taxable.

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.

When to use Form 8853. There are a few situations that require Form 8853: If you or your employer made contributions to an Archer MSA within a tax year. If you received distributions from an Archer MSA or Medicare Advantage MSA.

To enter IRS-1099LTC information, do the following: Go to Income/Deductions > Medical Savings Accounts. Select Section 3 - LTC Insured Information. ​In Lines 1-4, enter the applicable information. Select Section 4 - Long-Term Care Insurance Contract Information. ... Calculate the return.

Get This Form Now!

Use professional pre-built templates to fill in and sign documents online faster. Get access to thousands of forms.
Get form
If you believe that this page should be taken down, please follow our DMCA take down processhere.

Industry-leading security and compliance

US Legal Forms protects your data by complying with industry-specific security standards.
  • In businnes since 1997
    25+ years providing professional legal documents.
  • Accredited business
    Guarantees that a business meets BBB accreditation standards in the US and Canada.
  • Secured by Braintree
    Validated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.
Get 2001 Form 8853 (Fill-in Version). Archer MSAs And Long-Term Care Insurance Contracts
Get form
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232