Hi @BillM223,
Thank you so much for the information. I have done an amended return for 2021 and it has given me the information that I need for my 2022 taxes. Does the amended 2021 return need to be received or processed by the IRS before I file my 2022 taxes?
Also, in terms of the excess money that got contributed for 2021. I have not yet maxed out my HSA contributions for 2022 ($463 still left to contribute), should I leave the excess contribution of $276 in my HSA and apply it towards 2022? Or should I withdraw it and then contribute the $463 separately? My HSA bank gives both options on their Excess Contribution Request form to either remove the excess or apply it to the new year. From what I understand, I will keep getting charged the 6% excise fee each year if I do not remediate the excess contribution in some way.
Thanks!
