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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?
‎February 19, 2024
5:53 AM