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Retirement tax questions
So what should we do now, we already requested those contributions to be returned and they sent checks for that period when she was enrolled in medicare? Now, those 2023 returned contributions would change her taxable income. Should we ask her HSA custodian to reverse this if possible or do we have to file an amended tax return? Also, can she still contribute to her HSA if enrolled in medicare and her contributions are lower that the limit? I'm reading everywhere that you're not allowed to contribute to HSA while enrolled in medicare period, there are no thresholds mentioned. Thanks,
‎June 5, 2024
7:44 AM