@JC1991 wrote:
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.
Your employer was allowed under the tax law, to make a contribution to your account designated for the 2022 tax year as late as April 15, 2023. They didn't do this, and now it is too late.
The tax law does not require your employer to make this contribution. What your employer might or might not be required to do is covered by your HR polices and employment contract, if any.
