mwaltz1
Returning Member

Deductions & credits

$6,650 was paid through (by) employer and reported on W2 for my HSA while under a family plan.

$350 was paid through spouse employer and reported on W2.

$200 was paid directly to spousal HSA account and not reported on W2.

 

We were both covered under a family plan January - August.  I changed employers and we both went on individual employee plans Sept - December.  Neither of us was covered by a family plan after August.

 

The question remains consistent - how do I withdraw the $650 excess from the HSA that was tied to my family plan and deposit that to the spousal plan so that we still max out the HSA's, before tax filing.