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HSA Excess Contributions - Why?
I started working a new job in July and signed up for a new family HSA plan. I didn't have an HSA plan previously. The total contributions from July - December are $7550. I know based on the last month rule that as long as I'm in the HSA in Dec. 2025, I can contribute that full amount tax free.
Why is it telling me I have an excess contribution of $6,800?
March 3, 2025
10:00 AM