I hope I can follow up on this question, I have a similar situation for 2019.
So for a policy conflict one would basically follow the same process as for excess contributions using the Line 3 Limitation Chart and Worksheet?
How do I handle employer contributions (lump-sum and payroll deduction)? My contributions are entirely in this category. The bank for the HSA says to contact the employer to get those excess funds withdrawn. Can the excess funds be rolled into a contribution for next year instead of withdrawn?
Thanks,
-DJ
