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What Is Form 8853?
Form 8853 is a tax form used to report distributions from certain designated Roth accounts and to calculate the taxable portion of those distributions. This form is also known as the "Archer MSAs and Long-Term Care Insurance Contracts" form. The form is used by taxpayers who have taken a distribution from a designated Roth account and need to calculate the taxable amount of that distribution. This form is used to report distributions from accounts such as Roth 401(k), Roth 403(b), and Roth 457(b) accounts.
How To Fill Out the 8853 Form Online
Filling out Form 8853 is a straightforward process. Here are the IRS form 8853 instructions you ought to follow to fill out the form online:
- Visit the PDFliner website: To fill out Form 8853 online, go to the PDFliner website.
- Search for Form 8853: Once you are on the PDFliner website, search for form 8853 IRS. You can do this by using the search bar on the website.
- Get the form: Once you have located Form 8853, IRS form 8853 downloads to your computer, it will be in PDF format. Or you may open it online on the PDFliner.
- Fill out the form: Open the PDF file of Form 8853 and start filling out the required information. You will need to provide your name, Social Security number, and the taxable year for which you are filing the form.
- Provide details of the distribution: Next, you will need to provide details of the distribution that you received from your designated Roth account. You will need to include the amount of the distribution, the date you received it, and the type of account from which you received the distribution.
- Calculate the taxable amount: After you have provided the details of the distribution, you will need to calculate the taxable amount of the distribution. This is done by using the worksheet that is included with Form 8853.
- Submit the form: Once you have filled out Form 8853, you can submit the form online using the IRS's e-file system or by mailing the form to the IRS.
What Should the 8853 Form Include
In spite of the instructions for form 8853, any 8853 form must contain the following points::
- Personal Information: The form should include your personal information, including your name, Social Security number, and address.
- Designated Roth Account Information: The form should include information about the designated Roth account from which you received the distribution, including the name of the financial institution and the account number.
- Distribution Information: The form should include details of the distribution you received from the designated Roth account, including the amount of the distribution, the date you received it, and the type of account from which you received the distribution.
- Taxable Amount Calculation: The IRS form 8853 should include the calculation of the taxable amount of the distribution, which is done using the worksheet provided with Form 8853.
When to Request the 8853 Form
You should request IRS 8853 form, "Archer MSAs and Long-Term Care Insurance Contracts," in the following situations:
- If you made contributions to an Archer Medical Savings Account (MSA) during the tax year.
- If you received distributions from an Archer MSA during the tax year.
- If you paid for long-term care insurance contracts during the tax year and want to claim a deduction for the premiums paid.
- If you received benefits from a long-term care insurance contract during the tax year and want to exclude those benefits from your income.
Fillable online 8853 Form