- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Excess contribution due to roll over account from previous management company
Hi,
Last year, my company changed the HSA management company to Fidelity.
And there was about $4000 in the previous account.
Now, It became over $7200 which is limit for family plan.
And Turbo tax says you have excess contribution and recommend me to withdraw.
It was transferred from previous account and it's accumulated from years, which I did not over contributed.
I can't find any option I can fix this in your process.
What should I do to fix thsi?
March 6, 2021
6:47 PM