Forma Help Center
Go to Forma
All Collections
Pre-tax Accounts FAQs

Pre-tax Accounts FAQs

Overview for each pre-tax account

Doris Wang avatar Zoe avatar
2 articles in this collection
Written by Doris Wang and Zoe
General

What are the contribution limits of each tax-advantaged account?

The IRS places yearly contribution limits on each pre-tax account.
Zoe avatar
Written by Zoe
Updated over a week ago
Transactions

How to upload receipts for your card transactions?

You can now submit the card transaction receipt via your Forma Portal!
Doris Wang avatar
Written by Doris Wang
Updated over a week ago
Forma Help Center