EBIA Weekly Archives - CDHC
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Results (305 articles found)
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- IRS Releases 2010 Versions of Forms 1099-SA And 5498-SA For HSA, Archer MSA, and Medicare Advantage MSA Trustees and Custodians
- From the February 11, 2010 EBIA Weekly
- The IRS has released Forms 5498-SA and 1099-SA for the 2010 tax year, along with their combined instructions. Trustees and custodians of HSAs, Archer MSAs, and Medicare Advantage MSAs must use Form 5498 to report contributions to (and ...
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- IRS Issues New Form 8928 on Excise Taxes for Failures to Comply With HSA Comparability, COBRA, HIPAA, and Other Group Health Plan Mandates
- From the February 04, 2010 EBIA Weekly
- The IRS has released the final version of Form 8928, a new reporting form provided for in IRS excise tax regulations finalized in September 2009. (See our Checkpoint Newsstand article.) Here are some highlights: Violations Triggering Excise Taxes. The Instructions ...
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- First Circuit Affirms That Expenses of Fathering Children Through Unrelated Egg Donor and Gestational Carriers Aren't Medical Care
- From the January 21, 2010 EBIA Weekly
- At issue in this case was whether a taxpayer could deduct expenses incurred to father two children using in vitro fertilization (IVF) of an anonymous donor’s eggs with his sperm and transfer of the embryos to unrelated gestational ...
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- Updated Mandatory Reporting User Guide Clarifies and Eases HRA Reporting Requirements, Among Other Changes
- From the January 14, 2010 EBIA Weekly
- CMS has again updated its Medicare Secondary Payer (MSP) Mandatory Reporting User Guide for group health plans. The revised version includes guidance on reporting for HRAs, as well as other topics of interest to “responsible reporting entities” (RREs), ...
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- May our company's HRA reimburse qualifying medical care expenses incurred by HRA participants' domestic partners?
- From the December 17, 2009 EBIA Weekly
- QUESTION: Our company maintains a health reimbursement arrangement (HRA) for eligible employees. Several HRA participants have domestic partners. May we provide HRA coverage to these domestic partners? ANSWER: Yes, for domestic partners who are participants’ tax dependents. (For domestic ...
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- IRS Releases 2009 Versions of HSA Reporting Form 8889 and Publication 969
- From the December 17, 2009 EBIA Weekly
- The IRS has released the 2009 versions of Form 8889 (Health Savings Accounts (HSAs)) and its Instructions, as well as Publication 969 (Health Savings Accounts and Other Tax-Favored Health Plans). Form 8889 and Instructions. HSA holders (and beneficiaries of ...
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- IRS Releases 2010 Version of Publication 15-B (Employer's Tax Guide to Fringe Benefits)
- From the December 10, 2009 EBIA Weekly
- The IRS has released the 2010 version of Publication 15-B (Employer’s Tax Guide to Fringe Benefits), which contains information for employers on the employment tax treatment of various fringe benefits, including accident and health coverage, adoption assistance, ...
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- IRS Issues 2009 Version of Pub. 502 (Medical and Dental Expenses)
- From the December 03, 2009 EBIA Weekly
- The IRS has released the latest version of Publication 502 (Pub. 502), which describes what medical expenses are deductible by taxpayers on their 2009 federal income tax returns. (Under Code Section 213(a), a taxpayer may claim a deduction for ...
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- May employees who have ceased to be HSA-eligible individuals still receive distributions from their HSAs?
- From the November 24, 2009 EBIA Weekly
- QUESTION: Some of our employees will no longer be HSA-eligible individuals as of January 1, because they’ll be switching from our company’s high-deductible health plan (HDHP) to its low-deductible health plan. May these ...
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- DOL Announces Withdrawal of Final Investment Advice Regulations
- From the November 19, 2009 EBIA Weekly
- The DOL has announced the withdrawal of its final regulations regarding investment advice for participants and beneficiaries of individual account plans (including 401(k) plans). The regulations, originally scheduled to be effective March 23, 2009, were intended to implement the ...
