Thinking about transferring IRA funds to your HSA? Discover when this tax-free rollover can be beneficial for you.

Have you received a 1099 tax form that you don’t understand? Our guide describes the basics of the nearly two dozen different ...

It's tax season, and if you've received an unfamiliar income form this year, it might be a 1099 tax form. A 1099 form is used ...

Powell: There's something to do with a testing period.

This exemption can only be applied every two years. Form 1099-SA documents "distributions from a Health Savings Account (HSA), Archer MSA or Medicare Advantage MSA." Whenever you make a withdrawal ...

Everything you need to know about a W-2 form, including when you’ll get yours and how to start preparing your tax return.

The complex rules for Medicare and health savings accounts lead to many client questions. Here are answers to some of the most common ones.

All distributions from an HSA must be reported using Form 8889. You can use HSA funds to pay for deductibles, copayments, coinsurance, and other qualified medical expenses. Generally, qualified ...

If you have a qualifying condition, you might be able to use your pre-tax dollars to purchase an HSA- or FSA-eligible mattress to improve both your sleep and health.