HSA return of excess
Here’s a summary of the main problem and solutions discussed:
- Main Problem: The user reported an “over contribution” to their HSA and was unable to find the link to their open ticket due to issues with the new beta view.
- Solutions Discussed:
- Fidelity representative suggested checking if the user was logged in when trying the provided link.
- The user found an alternative by searching “HSA Return of Excess” on Fidelity.com, which led them to the correct information.
- Ultimately, the user was able to locate the needed information after accessing the customer service link, despite the initial link not working.
Here’s the full thread
I recently was made aware of an “Over contribution” to my HSA last year. I had started a ticket, and was in the middle of submitting it. But with the new beta view I cant find the link to get back to my open ticket.
Hi there, @Observed let me look into this real quick.
come up with an error “The system encountered some issues. Please try your request again at a later.”
Hmm, are you logged in?
If the link is the issue, I typed in “HSA Return of Excess” on Fidelity.com and it was the first item.
aha, I found it. The link still wasnt working for me. But I was able to find it after I found the customer service link. Thank you @FidelityLinsey for the help!
Anytime! Have a great day! 🟢