Hey Folks,
My situation is this:
For the year 2024, I swapped employers, and as a result, I do have over contributions of to my HSA. However, the total contributions from my W-2's do NOT match the physical contributions in my HSA: as my previous employer shows ~$600 (rounding for simplicity), while my HSA provider, Fidelity, only shows ~$450. I'm in the midst of sorting this out between my provider and previous employer, but my main question on top of this is that in January of 2025., I already filed a return of excess HSA contribution for ~$400 as that was what Fidelity's support team told to me to file. However, it looks like no matter what, I'm going to have to file a second return of excess HSA contributions, the question is for how much? Is the initial $400 I filed for, already accounted for in my W-2's, or should I be filing another excess for either $450 or $600?
Thanks!
