About Form 8853, Archer MSAs and Long-Term Care-2025

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The document is Form 8853 for the year 2023, used to report Archer Medical Savings Accounts (MSAs) and Long-Term Care Insurance Contracts. It includes sections for reporting contributions, deductions, distributions, and taxable amounts related to both Archer MSAs and Medicare Advantage MSAs, as well as details on long-term care insurance payments. The form must be attached to individual tax returns (Form 1040, 1040-SR, or 1040-NR) and provides specific instructions for completing each section.

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

What is the difference between an MSA and HSA? Medical Savings Accounts are only available to people enrolled in high-deductible Medicare plans, whereas Health Savings Accounts are restricted to people enrolled in high-deductible private insurance plans.

What is the purpose of form 8853?

Use Form 8853 to: Report Archer MSA contributions (including employer contributions. Figure your Archer MSA deduction. Report distributions from Archer MSAs or Medicare Advantage MSAs.

What is the income from 8853?

Use Form 8853 to: Report Archer MSA contributions (including employer contributions), Figure your Archer MSA deduction, Report distributions from Archer MSAs or Medicare Advantage MSAs, Report taxable payments from long-term care (LTC) insurance contracts, or.

What is the comparability rule for Archer MSA?

An Archer MSA may receive contributions from an eligible individual and the eligible individuals employer, but not both in the same year. Contributions by the individual are deductible whether or not the individual itemizes deductions. Employer contributions arent included in income.

Who qualifies for Archer, MSA?

To be eligible for an Archer MSA, you (or your spouse) must be an employee of a small employer or be self-employed. You (or your spouse) must be covered under an HDHP and have no other health coverage except permitted coverage. You must not be enrolled in Medicare and cant be another persons dependent.

irs form 8853

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Who is eligible for MA MSA plans?

It combines a high-deductible health plan with a medical savings account. Most people who have Medicare Parts A and B can join an MSA Plan. There are some exceptions, such as people who are Medicaid-eligible or who have military-sponsored benefits.

Do I have to report long-term care benefits on my tax return?

A tax-qualified long term care insurance contract qualifies for favorable federal income tax treatment. If the policy only pays benefits that reimburse you for qualified long-term care expenses you will not owe federal income tax on these benefits.

Are Archer MSA still available?

MSAs are only available to self-employed individuals or people who are employed by a company with 50 or fewer employees. Like with an HSA, you need to be enrolled in a HDHP to be eligible. Archer MSAs have been restricted since 2007, but there are still some cases where a new account can be opened.

About Form 8853, Archer MSAs and Long-Term Care-2025

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

What is the purpose of form 8853?

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What is the comparability rule for Archer MSA?

Who qualifies for Archer, MSA?

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Who is eligible for MA MSA plans?

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Are Archer MSA still available?

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