For those banks that offer HSAs (Health Savings Accounts) can you provide best practices on how to monitor deposit activity to determine if contribution is for prior or current year? Looking for efficiencies to minimize time spent monitoring and to eliminate need for tax reporting corrections.
Please contact Tina Allen at Washington Trust Bank
Tina Allen | VP, Deposit Production Manager
Deposit & Branch Services
509.363.2408
509.842.6235 – Cell
tallen@watrust.com