First, I need to amend my 2017 return because the Excess Contribution was not posted. I had Hsa "Family" set and it should have been "Self" since my husband is on Medicare. Does the 2017 Amendment need to complete before I have the HSA Bank process the Excess Contribution rollover form?
Amend 2017, get rollover processed and submit 2018 taxes by 4-15-2019. Is this possible? Thanks
