HSA Helpful Hints and HSA Screening Sheet
The HSA Helpful Hints document was developed to provide an at-a-glance summary of the HSA topic. Publication 4885, HSA Screening Sheet, was developed to help volunteers determine if the HSA issue was within the scope of the VITA/TCE programs. Use these references if HSA questions arise during the interview with the taxpayer. You can download and print a copy of Publication 4885 from www.irs.gov.
The HSA Helpful Hints and the HSA Screening Sheet are included in Publication 4012, the Volunteer Resource Guide (Adjustments Tab).