Publication 969 - Health Savings Accounts And Other Tax-Favored Health Plans - 2010 Page 22
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22To help us develop a more useful index, please let us know if you have ideas for index entries.
Index
See “Comments and Suggestions” in the “Introduction” for the ways you can reach us.
A
Medical savings
Qualifying for . . . . . . . . . . . . . . . . . . .
16
When to contribute . . . . . . . . . . . . .
16
accounts . . . . . . . . . . . . . . . . . . . .
10-15
Archer MSAs . . . . . . . . . . . . . . . . . .
11-15
Balance in . . . . . . . . . . . . . . . . . . . . . .
14
Form:
Assistance (See Tax help)
Contributions to . . . . . . . . . . . . . . . . .
12
5329 . . . . . . . . . . . . . . . . . . . . . . . . . 7,
13
Deemed distributions . . . . . . . . . . .
14
5498–SA . . . . . . . . . . . . . . . . . . . . 7,
13
C
Distributions from . . . . . . . . . . . . . . .
13
8853 . . . . . . . . . . . . . . . . . . . . . . . . 14,
15
Contributions to:
Medicare Advantage MSAs . . . . .
15
8889 . . . . . . . . . . . . . . . . . . . . . . . 7, 9,
10
FSA . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16
Qualifying for . . . . . . . . . . . . . . . . . . .
11
Free tax services . . . . . . . . . . . . . . . .
19
HRA . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18
When to contribute . . . . . . . . . . . . .
12
HSA . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
Medicare Advantage MSAs . . . . . .
15
H
MSA . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
More information (See Tax help)
Health plans, high
deductible . . . . . . . . . . . . . . . . . . 3,
11
D
P
Health reimbursement
Death of:
Preventive care . . . . . . . . . . . . . . . . . . .
3
arrangements . . . . . . . . . . . . . . .
18-19
HSA holder . . . . . . . . . . . . . . . . . . . . . .
9
Balance in . . . . . . . . . . . . . . . . . . . . . .
19
Publications (See Tax help)
MSA holder . . . . . . . . . . . . . . . . . . . . .
14
Contributions to . . . . . . . . . . . . . . . . .
18
Distributions from:
Distributions from . . . . . . . . . . . . . . .
18
Q
FSA . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16
Qualifying for . . . . . . . . . . . . . . . . . . .
18
Qualified HSA distribution . . . . . . . 7,
HRA . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18
Health savings accounts . . . . . .
2-10
17,
19
HSA . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8
Balance in . . . . . . . . . . . . . . . . . . . . . . .
9
Qualified HSA funding
MSA . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
Contributions to . . . . . . . . . . . . . . . . . .
4
distribution . . . . . . . . . . . . . . . . . . . . .
6
Deemed distributions . . . . . . . . . . . .
9
E
Distributions from . . . . . . . . . . . . . . . .
8
T
Employer participation:
Last-month rule . . . . . . . . . . . . . . . . . .
5
Tax help . . . . . . . . . . . . . . . . . . . . . . . . . .
19
FSA . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17
Partnerships . . . . . . . . . . . . . . . . . . . . .
7
HRA . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19
Taxpayer Advocate . . . . . . . . . . . . . .
19
Qualifying for . . . . . . . . . . . . . . . . . . . .
3
HSA . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10
Testing period:
Rollovers . . . . . . . . . . . . . . . . . . . . . . . .
7
MSA . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
Last-month rule . . . . . . . . . . . . . . . . . .
5
S corporations . . . . . . . . . . . . . . . . . . .
7
Qualified HSA distribution . . . . . . .
7
When to contribute . . . . . . . . . . . . . .
7
F
Qualified HSA funding
Help (See Tax help)
distribution . . . . . . . . . . . . . . . . . . . .
6
Flexible Spending
High deductible health plan . . . . . . 3,
TTY/TDD information . . . . . . . . . . . .
19
Arrangements . . . . . . . . . . . . . .
16-18
11
Balance in . . . . . . . . . . . . . . . . . . . . . .
17
Contributions to . . . . . . . . . . . . . . . . .
16
M
Distributions from . . . . . . . . . . . . . . .
16
Medical expenses, qualified . . . . . . 8,
Grace Period . . . . . . . . . . . . . . . . . . . .
4
13, 16,
19
Page 22
Publication 969 (2010)
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