Personal Finance (Not Investing) • Fidelity as a one stop shop

+1 about keeping the documentation. In other BH threads, folks have reported being auited for large HSA distributions and needing to provide documentation to the IRS.

Unless I've missed some, ONE person has reported being audited and even then it wasn't clear the HSA was the main focus of the audit. I have records but I'm not going to overly worry about it.

Statistics: Posted by lstone19 — Thu Oct 31, 2024 1:18 am — Replies 7388 — Views 1423041

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