@treasury_sh I made a video explaining how to do it with my Optum Financial + FreeTaxUSA setup as a thought experiment
But making a video per financial stack isn't scalabe. Curious how you think treasury can address this
https://t.co/3Kp1G4AVYG
@treasury_sh Treasury AI looks awesome dude!
One thing I feel is missing from a lot of these tools is how to actually apply the knowledge they give you.
For ex, I overcontributed to my HSA last year. There's so many guides explaining what to do.
Applying those abstract steps still takes real effort
Figuring out where to get the overcontribution form, understanding my specific prorated limit, how to input it into my specific tax prep software etc.