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WithdrawalCategoryCode

Transaction categorization for OUTGOING transactions

enum WithdrawalCategoryCode {
  BANK_ERROR
  BANK_FEE
  CORRECTION
  HSA_T2T_TRANSFER
  HSA_TRANSFER
  QUALIFIED_MEDICAL_EXPENSE
  UNQUALIFIED_EXPENSE
}

Values​

WithdrawalCategoryCode.BANK_ERROR​

This code indicates that the transaction was basically a bank error that was corrected. For the purposes of summing transactions to get contribution totals it should just be ignored. Note only the bank or an administrator can designate a specific transaction as being a bank error, an end-user can't.

WithdrawalCategoryCode.BANK_FEE​

A fee charged by the bank, does not count as a distribution for IRS tax purposes.

WithdrawalCategoryCode.CORRECTION​

A withdrawal to correct for an over-contribution in a particular tax year.

WithdrawalCategoryCode.HSA_T2T_TRANSFER​

A trustee-to-trustee transfer, the check must be mailed directly to the receiving bank, NOT limited to 1 per year. Note only the bank or an administrator can designate a specific transaction as being a trustee-to-trustee transfer, an end-user can't. As a withdrawal category, this code indicates that we, First Dollar, are withdrawing and sending a check to another HSA institution.

WithdrawalCategoryCode.HSA_TRANSFER​

Note this value really signifies an HSA Rollover. A user is limited to 1 rollover per year. In the withdrawal camp, this actually signifies that the user is withdrawing with the intent of rolling it over.

WithdrawalCategoryCode.QUALIFIED_MEDICAL_EXPENSE​

The user marked this withdrawal as what they think is a qualified medical expense

WithdrawalCategoryCode.UNQUALIFIED_EXPENSE​

The user marked this as something they think is an unqualified medical expense

Member of​

CreateOrUpdateUserEnteredDataForTransactionInput input ● CreateOrUpdateUserEnteredDataForTransactionPayload object ● InitiateAchTransferInput input ● UpdateUserEnteredDataForTransferInput input ● UpdateUserEnteredDataForTransferPayload object