Home
Forms Library
Form 8851 (Rev 02-2007) Summary of Archer MSAs - irs ustreas

Form 8851 (Rev 02-2007) Summary of Archer MSAs - irs ustreas-2025

Form 8851 (Rev 02-2007) Summary of Archer MSAs - irs ustreas Preview on Page 1

See details

4.6 out of 5

31 votes

Form 8851 is a report required by the IRS for trustees or custodians of Archer Medical Savings Accounts (MSAs) to document the total number of MSAs established, previously uninsured account holders, and excludable account holders. The form must be filed separately for each reporting period and includes specific instructions on filing requirements, definitions of key terms, and deadlines. It aims to provide information to Congress regarding Archer MSAs and ensure compliance with tax laws.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Form 8851 (Rev 02-2007) Summary of Archer MSAs - irs ustreas with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
Begin by entering the trustee’s or custodian’s name, employer identification number, and contact information in the designated fields at the top of the form.
In Box a, specify the reporting period for which you are filing this form. Remember, a separate Form 8851 must be filed for each reporting period.
For Box b, enter the total number of Archer MSAs established during the reporting period. Ensure you do not include any Medicare Advantage MSAs or those established after June 30 of that year.
In Box c, input the total number of previously uninsured account holders as defined in the instructions provided on the form.
For Box d, indicate the total number of excludable account holders. Make sure not to double count anyone listed in Box c.
Complete lines 1–20 by entering each account holder’s name and Social Security Number (SSN). Check the appropriate boxes if they are previously uninsured or excludable.

Start using our platform today to easily fill out and manage your Form 8851 for free!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can an Archer MSA be rolled over?

Employer contributions made to an Archer MSA are shown on your Form W-2 Wage and Tax Statement in Box 12 (code R), and employer contributions (and employee contributions through a section 125 cafeteria plan) made to an HSA are shown in Box 12 (code W).

What is the difference between an Archer MSA and a HSA?

A Medical Savings Account (MSA), often referred to as an Archer MSA, is a way for self-employed persons and employees of small business to save money to pay for medical costs.

Can IRS form 7202 be filed electronically?

The IRS address in Austin, Texas, is the Department of the Treasury, Internal Revenue Service, Austin, TX 73301, says the Internal Revenue Service. The address is to be used only by taxpayers and tax professionals when filing individual tax returns in Texas.

What is an archer MSA?

An HSA or Archer MSA distribution isnt taxable if you used it to pay qualified medical expenses of the account holder or eligible family member or you rolled it over. An HSA may be rolled over to another HSA; an Archer MSA may be rolled over to another Archer MSA or an HSA.

What is an archer msas?

Because Forms 8915-E and 7202 are new and impacted by recent legislation, IRS has provided alternatives for these forms to be included with an e-filed return. Some software providers allow the forms to be attached as a pdf, others as a statement attached to the filing.