Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Text of IRS Publication 4885: Screening Sheet for Health Savings Accounts (HSA) (PDF)
Internal Revenue Service [IRS] [Official Guidance] Oct. 3, 2018 "Only volunteers with Health Savings Account Certification may assist taxpayers with HSA issues.... This Screening Sheet will help you identify HSA issues that are within the scope of the VITA/TCE program. Use the Determine HSA Eligibility section to determine if taxpayer is eligible for an HSA; use Part I for contributions/deduction; use Part II for distributions." [Rev. 10-2018] |
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