Useful Links & Resources

IRS Publication 502 (PDF)

IRS Publication 502: Medical and Dental Expenses is a guide explaining eligible expenses for FSAs, HRAs, and HSAs.
Download IRS Publication 502

IRS Publication 969

IRS Publication 969 provides guidance on different types of reimbursement accounts including FSAs, HSAs and HRAs.
Download IRS Publication 969

IRS Form 8889

IRS Form 8889 is used to report HSA contributions and distributions and figure your HSA deduction.
Download IRS Form 8889

213(d) Eligible Expenses

IRS Code Section 213(d) outlines HSA and FSA eligible medical expenses.
Download 213(d) Eligible Expenses

IIAS Merchant List

List of merchants who implemented or intend to implement the SIGIS IIAS standard required for FSA and HRA payment card use (not applicable for HSA).
Download IIAS Merchant List

IRS 90% Merchants List

List of merchants where payment card can be used. These merchants have at least 90% of gross sales from prescriptions/Rx or qualified over-the-counter healthcare products.
Download IRS 90% Merchants List

HSA Tax Form Checklist

Use the HSA Tax Form Checklist as your guide when completing your taxes.
Download HSA Tax Form Checklist