Hi BillM223,
FYI - about HSA Excess Distribution from Findeltiy
- After talking to LIVE rep, he sent me a link to raised this request O/L because it is before tax deadline
- The calculation is done automatically, using"Contribution Date" and "Request Date" to calc the Gain/Loss
- For the distribution, looks like they add the "Specified Excess Amount" and "Gain/Loass" together.
The removal of excess amount out of Fidelity was very quick and efficient. But for the form, it takes 5-10 days (according to LIVE customer support) but according to what it is shown on the screen, it shows around mid-May 2026 (with a note that this form is not required for 2025 filing).
