EBIA Weekly Archives - CDHC - Statutes

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Results (244 articles found)


  1. Amounts Paid for Diagnostic Procedures and Devices May Be Medical Care Expenses Even Without Symptoms of Illness
    From the December 13, 2007 EBIA Weekly
    This IRS revenue ruling explains that amounts paid for certain diagnostic procedures and devices are medical care expenses under Code Section 213(d), even when incurred by an individual without symptoms of illness. The ruling analyzes three expenses: (1) an ...
    [Rev. Rul. 2007-72, 2007-50 I.R.B. 1154 (Dec. 10, 2007)]
  2. IRS Releases Updated Model HSA Trust and Custodial Account Forms
    From the November 29, 2007 EBIA Weekly
    Treasury and the IRS have released updated versions of IRS Forms 5305-B (“Health Savings Trust Account”) and 5305-C (“Health Savings Custodial Account”), two model health savings account (HSA) forms that HSA trustees and custodians, ...
    [IRS Form 5305-B (Health Savings Trust Account) (Nov. 2007); IRS Form 5305-C (Health Savings Custodial Account) (Nov. 2007)]
  3. One-Cent Decrease in 2008 Mileage Rate for Transportation to Obtain Medical Care or as Part of Deductible Moving Expenses
    From the November 29, 2007 EBIA Weekly
    The IRS has announced that the standard mileage rate for use of an automobile to obtain medical care (which may be deductible under Code Section 213 if it is primarily for, and essential to, medical care) will be 19 cents ...
    [Rev. Proc. 2007-70 (Nov. 27, 2007)]
  4. IRS Issues 2007 Version of Publication 502 (Medical and Dental Expenses)
    From the November 15, 2007 EBIA Weekly
    The IRS has released the new version of Publication 502 (Pub. 502), which describes what medical expenses are deductible by taxpayers on their 2007 federal income tax returns. (Under Code Section 213(a), a taxpayer may claim a deduction for ...
    [IRS Publication 502 (Medical and Dental Expenses (for 2007 Tax Returns))]
  5. IRS Releases 2008 Reporting Forms and Instructions for HSA and Archer MSA Trustees and Custodians
    From the October 25, 2007 EBIA Weekly
    The IRS has released Forms 5498-SA and 1099-SA for the 2008 tax year, and their combined Instructions. Trustees and custodians of HSAs and Archer MSAs must use Form 5498-SA to report contributions to (and the fair market ...
    [Form 5498-SA (HSA, Archer MSA, or Medicare Advantage MSA Information) (2008); Form 1099-SA (Distributions From an HSA, Archer MSA, or Medicare Advantage MSA) (2008); Instructions for Forms 1099-SA and 5498-SA (2008)]
  6. 2008 Cost-of-Living Adjustments for Transportation Benefits, Adoption Assistance, and More
    From the October 18, 2007 EBIA Weekly
    The IRS has released the 2008 cost-of-living adjustments (COLAs) for a wide variety of tax benefits, including qualified transportation fringe benefit limits, adoption assistance limits, various limits relevant to dependent care assistance programs (DCAPs), and limits for Archer ...
    [Rev. Proc. 2007-66 (Oct. 18, 2007)]
  7. IRS Explains That Diet Foods, Meal Replacements, and Dietary Supplements Are Not Code Section 213(d) Medical Care Expenses
    From the October 11, 2007 EBIA Weekly
    A recently issued IRS information letter explains that diet foods, meal replacements, and dietary supplements to help people reduce their weight do not qualify as medical care expenses under Code Section 213(d). The information letter notes that expenses must ...
    [IRS Information Letter 2007-0037 (Aug. 9, 2007)]
  8. CMS Informally Answers Questions About Medicare Part D Disclosure Notices
    From the September 13, 2007 EBIA Weekly
    The Joint Committee of Employee Benefits (JCEB) of the American Bar Association has reported on the May 2007 Q&A session between JCEB representatives and CMS officials. Highlights include the following informal, nonbinding comments about Medicare Part D disclosure ...
    [ABA Joint Committee on Employee Benefits, Meeting with CMS Officials (May 7, 2007)]
  9. The Wait Is Over: IRS Issues New Proposed Regulations on Cafeteria Plans
    From the August 09, 2007 EBIA Weekly
    New proposed IRS regulations on cafeteria plans are here at last! They replace older proposed regulations and incorporate prior IRS guidance—items that, in some cases, were issued more than 20 years ago. The regulations address cafeteria plans, health ...
    [Prop. Treas. Reg. Secs. 1.125-1, 1.125-2, 1.125-5, 1.125-6, and 1.125-7, 72 Fed. Reg. 43937 (Aug. 6, 2007)]
  10. Tuition for a Special School to Help Medically Handicapped Child Attend College Is a Medical Care Expense
    From the July 26, 2007 EBIA Weekly
    The taxpayers who requested this private letter ruling were the parents of a medically handicapped child. She had been diagnosed with several developmental disorders and medical conditions and was referred to a school that helped students with learning disabilities of ...
    [Priv. Ltr. Rul. 200729019 (Apr. 10, 2007)]

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