I am asking this to understand the guidelines and viewpoints of CPAs and Tax consultants.
I know its already late, but I have been chasing this credit from my employer for over 6 months. I was initially informed that I will get this credit until now, when I was told that an 'Employer can't credit an employee for previous year's employer HSA contribution since I switched from an HSA plan in 2022 to PPO Non HSA in 2023'.
Had I continued to remain in HSA plan in 2023, I could have received that credit.
I feel the employer-provided incorrect information earlier and are missing some facts/guidelines.
Since there is limited information available on such a scenario online, I am seeking your help.
