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Deductions & credits
Thanks for all the replies. I spoke to my previous plan administrator and got more information. Here's a detailed breakdown of the coverage me and my spouse had.
Year: 2016
Myself: Changed employer in Nov and put $200 in FSA account starting from 11/06/2016. Plan year ends 12/31/2016.
Year: 2017
Spouse: Had HSA account with HDHP since 01/01/2017 and contributing to it every month.
Myself: Didn't enroll for 2017 FSA but plan has 2.5 month extension period ending on 03/15/2017. I changed job again in Dec 2017 and had $200 in new FSA account starting from 12/01/2017.
I want to confirm whether I can treat the HSA contribution of my spouse for month of December ONLY as excess contribution and leave other month contributions as-is since I never had the FSA coverage except for December.
Thanks in advance for your time!
Year: 2016
Myself: Changed employer in Nov and put $200 in FSA account starting from 11/06/2016. Plan year ends 12/31/2016.
Year: 2017
Spouse: Had HSA account with HDHP since 01/01/2017 and contributing to it every month.
Myself: Didn't enroll for 2017 FSA but plan has 2.5 month extension period ending on 03/15/2017. I changed job again in Dec 2017 and had $200 in new FSA account starting from 12/01/2017.
I want to confirm whether I can treat the HSA contribution of my spouse for month of December ONLY as excess contribution and leave other month contributions as-is since I never had the FSA coverage except for December.
Thanks in advance for your time!
‎June 4, 2019
12:24 PM