Heath Savings Accounts (HSAs)

For training go to: Health Savings Accounts (HSA)  for IRS eLearning online ... this is the best and easiest place to start.  For a paper version go to IRS Pub 4942 VITA/TCE Specialty Course - Health Savings Accounts.

For TaxWise: Certified counselors should start by interviewing the taxpayer using Pub 4012, pages E-1 & E-2 as their guide.

Only Volunteers that have passed the IRS HSA Certification test can prepare and/or quality review Health Savings Accounts in production. 

PDF versions of the HSA Link & Learn lesson is attached below.  The test is also attached.
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p4942.pdf
(6170k)
Wayne Culp,
Dec 30, 2014, 5:49 AM
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Wayne Culp,
Nov 23, 2011, 11:03 AM
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