Pre-tax Accounts FAQs

Overview for each pre-tax account

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31 articles in this collection
Written by Ryan Yang, Jeff Chiu, Andrea Dai and 1 other
HSA

About HSA Tax Forms

Learn what tax forms you will need to submit to IRS if you have an HSA.
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Written by Andrea Dai
Updated over a week ago

Transfer Out Your Twic HSA Funds

Learn how to transfer HSAs in to/out from your TWIC accounts
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Written by Andrea Dai
Updated this week

How to transfer my HSA money from/to investment account?

Learn how to transfer your HSA money to your HSA investment account or from investment account back to your HSA medical account.
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Written by Andrea Dai
Updated this week

How Does a Health Saving Account (HSA) Work?

Everything you need to know about HSA
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Written by Jeff Chiu
Updated this week

Electronic/Paper HSA Statements

How to request paper form HSA transactions statements
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Written by Andrea Dai
Updated over a week ago

Individual HSA Asset Transfer

A step-by-step guide on how to transfer your current HSA over to Twic
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Written by Ryan Yang
Updated over a week ago

How to Manage Your HSA expenses

Learn how to make Bill Pay for your HSA account.
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Written by Andrea Dai
Updated over a week ago

How can I make HSA self-contributions?

Learn how to add contributions outside your payroll to your HSAs.
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Written by Andrea Dai
Updated over a week ago

HSA Account Related-Fee

Learn more about fees associating with your HSA accounts.
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Written by Andrea Dai
Updated over a week ago

What is the relationship between a high deductible health plan & an HSA?

Describe what conditions a health plan should meet to be considered a high deductible health plan (HDHP) and how it works with an HSA
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Written by Jeff Chiu
Updated this week

How to invest my HSA money?

Find out how to invest your HSA funds
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Written by Andrea Dai
Updated over a week ago