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Calendar

Please be mindful of the following dates as you manage your account as transaction dates are affected by market closures. Talk to your financial advisor, tax advisor or employer if you have questions.

Important Dates for 2017

Our offices will be closed for the following holidays:

  • January 2 – New Years Day
  • January 16 – Martin Luther King Jr. Day
  • February 20 – Washington’s Birthday
  • April 14 – Good Friday
  • May 29 – Memorial Day
  • July 4 – Independence Day
  • September 4 – Labor Day
  • November 23 – Thanksgiving Day
  • December 25 – Christmas Day

IRS Tax dates affecting your HSA:

  • January 1 – April 17 – Contributions can be made for tax years 2016 and 2017. Be sure to specify the correct tax year for your contributions made during this time period.
  • January 31 – Tax Form 1099-SA distributed. 1099-SA reports all withdrawals from the HSA between January 1 and December 31 of the previous tax year.
  • April 13, 4 p.m. EST – Deadline to make online contributions to your HSA for the previous tax year. Online contributions must be RECEIVED by this date and time.
  • April 18 – Last day to make mailed contributions to your HSA for the previous tax year. Mailed contributions must be POSTMARKED by this date.
  • May 31 – Tax Form 5498-SA distributed. Form 5498-SA reports all contributions made between January 1st and December 31st of the prior tax year. This form also reports contributions made between January 1st and April 15th for the current tax year.

Market Dates:

2017 Closures:

  • January 2 – New Years Day
  • January 16 – Martin Luther King Jr. Day
  • February 20 – Washington’s Birthday
  • April 14 – Good Friday
  • May 29 – Memorial Day
  • July 3 – Day before Independence Day*
  • July 4 – Independence Day
  • September 4 – Labor Day
  • November 23 – Thanksgiving Day
  • November 24 – Day following Thanksgiving*
  • December 25 – Christmas Day

*The NYSE will close at 1 p.m. and any requests for reimbursement or mutual fund exchanges submitted after 12 p.m. ET on these dates will be processed the next business day.