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Excess contribution to HSA
My wife went on Medicare in Fe 2024. She she had an employer health insurance plan and HSA prior to Medicare. She stopped her HSA contributions in early January, but her employer didn't stop contributions until the first of March. She over-contributed by about $600.
I thought she has until April 15, 2025 to correct the issue. We called the HSA holder, they said to contact the employer. We contacted the employer, they are telling us it is too late to reverse the transaction. I thought all the employer had to do was withdraw the money, issue her a check, and update her W2.
How do I handle this when the employer is not willing to help us?
March 26, 2025
4:18 PM