dmertz
Level 15

Retirement tax questions

@raom1024 , you seem to imply that you've been HSA-eligible from some time in 2021 to the present, but that's not entirely clear.  Have you been HSA-eligible continuously since some time in 2021?  If so, it appears that you have made no excess contribution.  If you were HSA-eligible on December 1, 2021, your contribution limit for self-only coverage was $3,600 under the last-month rule.

 

If I've misunderstood something:

For which months between 2021 and the present have you been HSA eligible?

Is your HDHP plan a self-only plan and you do not have a spouse with family HDHP coverage?

How much did you contributed for each year?  Do your Forms 5498-SA reflect that?

Are you under age 55?