Reviewing Year-to-Date Activity

This topic describes how to review year-to-date activity to review the amount that is carried over to the next year during FSA closure.

Use the Year-to-Date Activity page to review the amount that is carried over to the next year during FSA closure. The page displays the carryover amount from the prior year, and the carryover adjustment YTD. The carryover adjustment YTD is the adjustment made to the carryover amount from the prior year, during the current plan year.

Image: Year-to-Date Activity page

This example illustrates the fields and controls on the Year-to-Date Activity page.