Tax-Related Health Forms

Reports contributions and distributions from Archer Medical Savings Accounts and taxable payments from long-term care insurance contracts.

Reports health coverage offered by employer. Sent to employees by March 2. May be used to determine PTC eligibility.

Request for reimbursement of qualified medical expenses from FSA or HSA. Requires documentation of expenses (receipts, EOBs).

Election to participate in a Flexible Spending Account during open enrollment. Specifies annual pre-tax contribution amount. Use-it-or-lose-it rules apply (with possible carryover or grace period).

Shows who was covered and which months. Sent by insurers and Medicaid agencies. Not filed with tax return but should be kept as a record of coverage.

Shows months of Marketplace coverage, premiums, and APTC paid. Sent to enrollees by mid-February. Used to complete Form 8962.

Reports HSA contributions and distributions. Must be filed if you had any HSA activity during the year. Part 1 covers contributions (potential tax deduction).

Reconciles advance premium tax credit (APTC) payments with actual PTC eligibility based on final income. Required if you or a family member received APTC through the Marketplace. Failure to file blocks future APTC.

Medical and dental expenses exceeding 7.5% of AGI are deductible when itemizing. Includes insurance premiums, copays, prescriptions, medical devices, and travel to appointments.

Allows self-employed individuals to deduct health insurance premiums (medical, dental, long-term care) as an adjustment to income rather than an itemized deduction.