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Fidelity HSA

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  • Avatar HumbleInvestor 
    Participant
    Status: Physician, Small Business Owner
    Posts: 149
    Joined: 12/28/2016

    I opened the HSA account with Fidelity in December and funded the max $6900. Where do I find the tax document to send it to the accountant? Nothing seems to be available in the Tax forms section in my account. Any idea?

    #206149 Reply
    Avatar GasFIRE 
    Participant
    Status: Physician
    Posts: 191
    Joined: 01/08/2018

    Won’t be available till May since participants are able to make contributions for the previous tax year until April 15.

    #206158 Reply
    Liked by jhenry
    Avatar HumbleInvestor 
    Participant
    Status: Physician, Small Business Owner
    Posts: 149
    Joined: 12/28/2016

    Won’t be available till May since participants are able to make contributions for the previous tax year until April 15.

    Click to expand…

    Makes sense. Thanks.

    #206159 Reply

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