Tax22 Technically, what documents provide proof that a person is eligible to qualify for a tax deduction for a HSA?
The language of an audit letter from the IRS will be: “Send copies of statements from all employers showing the total number of employees and total contributions made to your medical savings account (if a joint return, both spouses). Send a copy of all health insurance plans. Send copies of cancelled checks or other verification of contributions.” The request can be confusing, so the following suggestions may help. There are three documents that may be required to prove eligibility for a Health Savings Account. The policy declaration page of the health plan will contain the wording indicating that the policy is a “Qualifying High Deductible Health Plan” under Section 223 of the Internal Revenue Code and a list of the individuals covered by the plan. A current billing statement shows that the coverage is in force on the date in question. Some insurance companies provide this as a separate document outside of the policy. Health plans also provide a “Certificate of Creditable Coverage” wh
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