Posts Tagged ‘Mail’

HSA - Company Changed and No Announcement Made?

Tuesday, March 3rd, 2009
In the Kitchen asked:


For months my employer has talked about switching to a Health Savings Account form of insurance. Last week a new card came in the mail showing the plan has been switched as of a few weeks ago. No announcement has been made from the HR department…we weren’t given any options to opt-out or anything. The deductible is $3000. Is this the normal procedure for switching plans? I just got meds …a couple of days before the card came…and made the co-pay under the old plan as instructed by the pharmacy. Now what?
Our health card says Health Savings Accounts (PPO).

It seems unfair to have to pay for an expensive med if we weren’t told the price the day we picked it up and no one told us that plan had changed.
Apparently there are no more co-pays.

Dana

IRS Reference #1031 question. The rep says there is an error that was getting fixed. How long does this take?

Wednesday, September 17th, 2008
rorybellows asked:


I know what the error is, I did not enter the amount of my employer’s contribution to my health savings account, which when I check in TurboTax makes my refund amount about $430.00 less than what was accepted by the IRS. The rep told me that it was in their errors resolution department and there was an error that was being fixed, he was unable to confirm that the HAS amount that was missing was the reason, but this was the only problem with my tax return, oversight on my part. Now am I going to have to submit a 1040x with the correction or will the IRS be able to fix it and still deposit my return since they have record of my W-2 and what was missing? If so what kind of turnaround should I expect. This has caught me completely off guard. It has not been rejected so do they typically fix these types of error internally and submit the refund or do I need to provide them with something by mail?

Manuel