All right well thank you everyone for joining us today on a special webinar for health savings accounts and how they work and how you can self direct them this is going to be a topic which will probably be getting a lot more traction in the coming once with possible legislative changes so it's good to start getting your notes out here and I start getting educated quickly as you may be able to use more of these accounts and and if you do currently use these accounts please use this as a resource for you to be able to get some more information and possibly some more options for you as well a little bit about myself before we get started my name is Alex parney I'll be your presenter today I've worked for Advanta since 2023 I've also held my designation as a certified ira services professional with the american banking association since 2023 this does this accreditation does cover health savings accounts in any deemed qualified plans so I can also speak very knowledgeably to education savings accounts for 1k s IRAs employer plans and the like so if you have specific questions about HSAs or if you need some additional insight as to your options with 401ks or IRAs or any sort of qualified retirement plan or anything that falls under the purview of the umbrella of the ones I just mentioned please feel free to ask me those questions I am certainly able to and willing to answer those questions for you the required disclaimer before we do get started Advanta and our employees we do not prany investment advice nor do we endorse any investment products all the information here today is presented for educational purposes only and any person that is taking...
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Irs 8889 instructions 2023 Form: What You Should Know
Direct deposit instructions are not included in the form, and account holders are encouraged to call their provider to request such instructions. The IRS is no longer accepting Form 8889 requests during the year. Form 8 March 16, 2023 — The IRS is not accepting Form 8889 for the 2023 tax year on accounts opened with 2023 distributions. Direct deposit instructions are not included in the form. Account holders are encouraged to call their provider to request such the instructions. The IRS is no longer accepting Form 8889 requests during the year. Form 8 April 3, 2023 — The IRS is not accepting Form 8889 for the 2023 tax year, for accounts opened with 2023 distributions. Direct deposit instructions are not included in the form. Account holders are encouraged to call their provider to request such the instructions. The IRS is no longer accepting Form 8889 requests during the year. IRS Requests Forms 8889 from Individuals and Spouses of HSA Beneficiaries June 2, 2023 — Individuals and spouses of HSA beneficiaries are not required to file Forms 8889 to report HSA contributions to a health savings account (HSA) March 9, 2023 — Individuals and spouses of HSA beneficiaries are not required to file Form 8889 and report information on HSA distributions from 2023 to 2023 in the 2019, 2023 and 2023 tax years.
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