Other Items Related To Form 8853
Form W-2, Wage and Tax Statement
Every employer engaged in a trade or business who pays remuneration for services performed by an employee must file a Form W-2 for each employee from whom income, social security, or Medicare tax was withheld; or income tax would have been withheld if the employee had claimed no more than one withholding allowance or had not claimed exemption from withholding on Form W-4.
Publication 502, Medical and Dental Expenses
This publication explains the itemized deduction for medical and dental expenses that you claim on Schedule A (Form 1040).
Publication 590, Individual Retirement Arrangements (IRAs)
This publication discusses individual retirement arrangements (IRAs). An IRA is a personal savings plan that gives you tax advantages for setting aside money for retirement.
Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans
This publication explains HSAs, Archer MSAs and Medicare Advantage MSAs, FSAs and HRAs.
Form 1040, U.S. Individual Income Tax Return
Annual income tax return filed by citizens or residents of the United States.
Form 1040NR, U.S. Nonresident Alien Income Tax Return
You may need to file Form 1040NR if you were a nonresident alien engaged in a trade or business in the United States, represented a deceased person who would have had to file Form 1040NR, or represented an estate or trust that had to file Form 1040NR.
Form 1099-LTC, Long-Term Care and Accelerated Death Benefits
File Form 1099-LTC if you pay any long-term care benefits, including accelerated death benefits. Payers include insurance companies, governmental units, and viatical settlement providers.
Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
File Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA, to report distributions made from an HSA, Archer MSA, or Medicare Advantage MSA (MA MSA).
Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Use Form 5329 to report additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, or HSAs.