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#2065991 - 02/25/16 03:02 PM Health Savings Account Admin Fees
tryin2comply Offline
Member
Joined: Jun 2013
Posts: 90
I've read the IRS Publication 969 looking for information regarding Administrative fees and have been unable to specifically locate what are considered administrative fees. Does anyone know of a FAQ or other publication that specifies if check orders are Administrative Fees? My understanding of the publication is that admin/maintenance fees should not be included on a 1099-SA. Does anyone have any information regarding these fees? Any suggestions for how to keep them from showing as distributions? Thanks for any input!

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#2066283 - 02/26/16 04:54 PM Re: Health Savings Account Admin Fees tryin2comply
rlcarey Offline
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rlcarey
Joined: Jul 2001
Posts: 85,392
Galveston, TX
I would classify them as account maintenance fees and exclude them from distributions. I could not find anything referring directly to check ordering fees.
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#2067300 - 03/03/16 04:13 PM Re: Health Savings Account Admin Fees tryin2comply
tryin2comply Offline
Member
Joined: Jun 2013
Posts: 90
Thanks rlcarey!

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