At Lively, we won’t charge you a fee for trying to fix a mistake!
- If you notice a mistaken contribution, contact us as soon as possible and we can discuss options for correcting a mistaken contribution. It is important to note that we can make changes and modifications on our end up until you file your annual taxes.
- If you notice a mistaken distribution, reversals can only be performed prior to Lively submitting the 1099-SA tax form to the IRS, which typically takes place in February.
The sooner you let us know about an issue, the better the chance that we can resolve it. Reach out to support@livelyme.com or call (888) 576-4837, Monday thru Friday, 6 a.m. thru 6 p.m. PT.
Updated: