Do Amended return? Began Social Security in 04/2024. Part A backdated to 09/2023. Already filed taxes and funded family HSA by $2050 for all of 2023, $2025 for 2024.
I realize 2024 is excess and needs to be removed from HSA, but do I need to do anything with 2023 amount?
0321825
3 Replies
Bsch4477
Level 15
Jun 27, 2024 2:57:30 PM
You can't contribute pre-tax dollars to an HSA after enrolling in Medicare Part A or Part B. This is because you can't have other health insurance than a HDHP to contribute pre-tax dollars to an HSA.
glasselady
New Member
Jun 28, 2024 6:17:50 AM
I know. SSA backdated Part A. Do I need to amend 2023 return with what I deposited. I believe I just need to remove funds for 2024. Thank you
Bsch4477
Level 15
Jun 28, 2024 7:00:09 AM
Since you can’t contribute to an HSA while covered by Medicare remove any contributions that applies.