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@dmertz Yes, that's exactly what they did, $692 is the amount which was deposited tom my wife's HSA from October to December.
I'm gonna call them this week, how do we roll over this if they won't agree to reverse this, although they mentioned that this is possible? Can we ask them to open a second HSA or do we open a new HSA in a different bank. Do we have to tell them to treat this as a roll over instead of excess contribution? Thanks
‎June 15, 2024
8:15 AM