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Retirement tax questions
This is a family HDHP coverage but she only makes contributions, I do not have a separate HSA account or insurance. Line 3 on our 2023 form 8889 is $7,750 and line 11 is $4,000. Her excess contributions for October, November, December 2023 due to medicare enrollment in April 2024 (6 month rule) were $692.28 plus earnings $0.20, according to her HSA custodian calculations (her actual contributions for those months). Her employer contributed extra $1,000 in January 2023 for total contributions of $4,000 in 2023. I hope it makes sense.
‎June 3, 2024
7:27 AM