What to keep in mind while filing tax returns in the US?
·1 min
Here are the list of accounts I should take care of next year and beyond:
- Vanguard.
- Fidelity.
- Schwab.
- First Tech.
- Chase.
- HSA distributions - 1099-SA.
- 529 - Bright Start.
- Reminder: 529 contributions are treated as gifts with some special allowance if you want to contribute lump sum for 5 years.
- WA PFML maybe.
Following are things I should remember while filing tax returns in:
- 2022:
- HSA: I had to withdraw excess contributions in 2021 (for those we made in 2020).