DSP
Level 3

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Thanks much for reply

So in 2022, i had HSA from old company. I moved that HSA fund in new company in Aug-2022. I was on HDHP/HSA plan throughout year 2022 in both company. In 2023, i switched to traditional co-pay medical (non-HDHP) plan in 2023.

 i have also checked 1040 tax return form for 2022 and i dont see excess amount. please find below screenshot.  

 

in this case, should i report this to my last 2022 HSA provider and safe to withdraw $263 from HSA to clear the excess amount ?

 

excess.JPG

excess1.JPG