HSA Resources

HSA Reference & Training Guides

Help Your Customers Enroll in a HSA!  


The HSA Quick Reference and Training Guide is the best, fastest and most reliable way to zero-in on all the rules and regulations affecting Health Savings Accounts (HSAs). It's an excellent training tool and "required reading" for anyone involved in selling or servicing HSAs and makes an excellent value-added bonus for handing out to sponsoring employers. It covers the rules for reporting HSA transactions on Forms 5498-SA and 1099-SA. It also includes yearly cost-of-living adjustments and is affordably priced so everyone in your office or branch can have a copy!


IRA Digital Reference Manual - Includes a FULL CHAPTER Covering "All Things HSA"!


The IRA Digital Reference Manual is cloud-based and updated frequently to ensure you have current rules and regulations at your fingertips. It's easy to navigate with search functionality and cross-referenced hyperlinks throughout. You can also highlight and bookmark specific pages and make notes as needed.



Updated to Reflect 2023/2024 COLAs!


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