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My wife will start Medicare Part A effective Oct 23. We contributed to our HSA during Oct-Dec 2023, but shouldn't have. 2023 tax return already filed. How to remedy?
Do I ask for a refund of the excess HSA contribution (and interest) and file an amended return for 2023?
Or, do I take some kind of distribution in 2024 and correct this on my 2024 return?
Thanks for any help!
Or, do I take some kind of distribution in 2024 and correct this on my 2024 return?
Thanks for any help!
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4 weeks ago