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 months with possible legislative changes, so it's good to start getting your notes out here and getting educated quickly. You may be able to use more of these accounts, and if you currently use these accounts, please use this as a resource for you to get more information and possibly some more options as well. A little bit about myself before we get started, my name is Alex Parney and I'll be your presenter today. I've worked for Advanta since 2012 and have held my designation as a certified IRA services professional with the American Banking Association since 2014. This accreditation covers health savings accounts and any deemed qualified plans, so I can speak knowledgeably about education savings accounts, 401ks, IRAs, employer plans, and the like. If you have specific questions about HSAs or need additional insight into your options with 401ks, IRAs, or any qualified retirement plan, please feel free to ask. I am able and willing to answer those questions for you. Before we get started, I want to provide the required disclaimer. Advanta and our employees do not provide investment advice or endorse any investment products. All the information presented today is for educational purposes only. If you are taking this presentation, I encourage you to seek professional financial advice, especially when it comes to health savings accounts, as specific qualifications are required. Additionally, make sure any investment you want to make is appropriate for you at that time. A little bit about our company, we have been operating since 2004, previously known...
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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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