Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Health Savings Accounts (HSA)

Introduction

Welcome!

Welcome to the Health Savings Accounts (HSA) course! This course is available online on Link & Learn Taxes or you can download and print a copy of the course by going to www.irs.gov. It is included in Publication 4942 Health Savings Accounts (HSAs).

This course is optional - volunteers should check with their Site Coordinator to determine if they need HSA certification.

Certification for HSA is an option for those who have completed Basic or Advanced certification. Those who are certified on HSA will be able to assist taxpayers with HSA issues that are within the scope of the VITA/TCE programs. Taxpayers with HSA issues that fall outside of this scope should be referred to a professional tax preparer.

Collage of Forms: 1099-SA, 5498-SA, 8889.