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Retirement tax questions
Could you do me a favor? Could you do the following:
1. Tell me the code W amount in box 12 on your W-2 (if any).
2. Tell me the amount of personal contributions (i.e., contributions not through your employer) (if any).
3. Tell me the type of HDHP policy (Family or Self) and for which months.
4. Do a screen shot (if you can) of the HSA Summary screen, like the one below. Please be sure to redact any personally identifying information (don't worry about my screen shot - it's a completely fake test account).
At the end of your response, please add "@" and "BILLM223" (without the space in between) to let me know that you have responded.
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‎February 7, 2022
12:03 PM