Transfer trustee to trustee Fidelity pull Payflex

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Paullmas
Posts: 134
Joined: Sun Mar 18, 2018 2:37 pm

Transfer trustee to trustee Fidelity pull Payflex

Post by Paullmas »

Would I need to fill out any forms during tax season if Fidelity initiates cash (not close) trustee pull from Payflex HSA?
My understanding if I do a 60 day rollover (Payflex sends me the check), I would have a bunch of extra tax documents.
vtMaps
Posts: 1020
Joined: Tue Oct 14, 2008 12:05 pm
Location: central Vermont

Re: Transfer trustee to trustee Fidelity pull Payflex

Post by vtMaps »

Paullmas wrote: Sun Feb 11, 2024 5:08 pm Would I need to fill out any forms during tax season if Fidelity initiates cash (not close) trustee pull from Payflex HSA?
My understanding if I do a 60 day rollover (Payflex sends me the check), I would have a bunch of extra tax documents.
Your understanding is correct. Also beware that if it's a rollover they may withhold taxes. --vtMaps
"Truly, whoever can make you believe absurdities can make you commit atrocities" --Voltaire, as translated by Norman Lewis Torrey
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