You may be asked to complete and send a letter regarding the corrections to the IRS. The
letter contains instructions for reporting this correction, including the due date for the return. Please keep copies of
and send the letters to the following addresses:
Fidelity Health Saver Services
Attn: Accounts Control Branch
4140 E. Liberty Ln. #250
Kansas City, Missouri 64108
P.O. Box 912, Independence, MO 65617
This Fidelity Health Savings Account Program (HHS) helps families avoid unexpected health care costs without
incurring financial hardships. This is a tax-deferred program which is administered by
The Fidelity Health Care Trust (FHC TH), a wholly owned subsidiary of Cancer, Inc., a
private investment company.
To find out more and to read more about the Fidelity Health Savings Account, please visit.
Alfred J. McDonough Investment Advisors, LLC
P.O. Box 1333
Arlington, VA 22203
The “Shareholder and Director Notice: Fidelity Health Savings Account Program” is to notify the Company of such
purchases of Shares of the Company.
Get the free HSA Return of Excess Contribution Request - Trading - Fidelity
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HSA Return of Excess Contribution Request
Use this form if you have made an excess contribution to your Fidelity Health Savings Account (HSA). You may be required
to file IRS Form 5329 to report any
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What is hsa return of excess?
The HSA return of excess is a form that allows individuals who have contributed more than the maximum allowable amount to their Health Savings Account (HSA) to correct and withdraw the excess amount.
Who is required to file hsa return of excess?
Anyone who has contributed more than the maximum allowable amount to their HSA is required to file the HSA return of excess to correct and withdraw the excess funds.
How to fill out hsa return of excess?
To fill out the HSA return of excess, individuals need to obtain the appropriate form from the IRS website or consult with a tax professional. The form requires providing information about the excess contributions made and calculating the earnings on the excess amount.
What is the purpose of hsa return of excess?
The purpose of the HSA return of excess is to correct and withdraw any contributions made to an HSA that exceed the maximum allowable amount. This ensures compliance with IRS regulations and avoids potential tax penalties.
What information must be reported on hsa return of excess?
The HSA return of excess requires reporting the excess contributions made to the HSA, calculating the earnings on the excess amount, and determining the taxable portion to be withdrawn.
When is the deadline to file hsa return of excess in 2023?
The deadline to file the HSA return of excess in 2023 is typically April 15th, but it is recommended to consult with the latest IRS guidance or a tax professional for any specific deadline changes or extensions.
What is the penalty for the late filing of hsa return of excess?
The penalty for late filing of the HSA return of excess may vary depending on the specific circumstances. It is advisable to consult with the IRS or a tax professional for accurate penalty information in case of late filing.
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