References

Intake and Interview Sheet

Publication 17

Publication 502

Publication 969

Publication 4885, HSA Screening Sheet

Form 1040

Form 8889

Form 8889 Instructions

Form 5498-SA

Form 5498-SA Instructions

Form 1099-SA

Form 1099-SA Instructions

Form W-2

Form W-2 Instructions

Optional:

Form 1040 Instructions