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HSA and Medicare
I turned 65 this month (April) I have made $500 a monthly contributions under the HSA family plan all along. I did not realize that I needed to stop contributions 6 months prior to Medicare kicking in. My wife is 60 and still eligible for an HSA account. I already filed our 2020 taxes. Do I need to remove $3,000 ($1,500 paid in 2020, $1,500 paid in 2021) from the account by revising? Do I need to amend my taxes for 2020?
March 31, 2021
8:53 AM