*** CORRECTIONS on Timeline
About 2024 HSA Contribution activity
- 02/01/2024 - retired from work
- July 2024 - I initiated a transfer of existing HSA account balance from my company HSA custodian to Fidelity
- 08/15/2024 - HSA account balance has been settled with Fidelity
- 08/15/2024 - I made remaining 2024 contribution amount $4,175
- 02/10 to 02/13/2025 - made aware of $999 excess contribution and withdrew it
- 02/8/2026 - became aware of $999 excess amount as "Normal Dist" instead of "Excess Dist"
- 02/26/2026 - post this request seeking tax expert advice
