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Interest Income
IRS form used to report interest income of $10 or more from banks, savings accounts, and other sources.
Distributions from an HSA, Archer MSA, or Medicare Advantage MSA
Reports distributions from health savings accounts
Educational Savings Accounts (Coverdell ESA)
Model Coverdell ESA agreement
Individual Retirement Savings Trust Account
Model IRA savings trust agreement
Individual Retirement Savings Custodial Account
Model IRA savings custodial account agreement
HSA, Archer MSA, or Medicare Advantage MSA Information
Reports health savings account contributions
Archer MSAs and Long-Term Care Insurance Contracts
IRS form used to report contributions and distributions from Archer Medical Savings Accounts and payments under qualified long-term care insurance contracts.
Credit for Qualified Retirement Savings Contributions (Saver's Credit)
IRS form used by eligible low- and moderate-income taxpayers to claim the saver's credit for contributions to IRAs or employer-sponsored retirement plans.
Allocation of Refund (Including Savings Bond Purchases)
IRS form used to split your tax refund into two or three accounts at U.S. financial institutions, including purchasing U.S. savings bonds.
Health Savings Accounts (HSAs)
IRS form used to report contributions to and distributions from health savings accounts (HSAs) and to compute the HSA deduction.
Rollover to a Registered Disability Savings Plan (RDSP) Under Paragraph 60(m)
CRA form to request rollover of certain lump-sum amounts to a registered disability savings plan.
T4RSP - Return of Income from a Registered Savings Plan
Canadian CRA form.