If you're married and your spouse is also eligible for and wants to make a catch-up contribution, it must be done in a separate HSA. If your contributions exceed annual limits, they must be removed from the account before the tax deadline (April 15, 2024) or you could incur a 6% ...
If you do not have HDHP coverage for the entire 12 months, then the allowable additional contribution amount = $1,000 × number of months with HDHP coverage / 12.Example: Taxpayer Aged 55+ with HDHP Coverage < 12 months Tax Year: 2025 Marital Status: single Maximum Contribution Amount ...
Ask the receiving HSA provider for the rollover contribution form if you can’t find it on its website. If your preferred HSA provider is Fidelity Investments, fill out thedeposit slipand mark the box for “60-Day Rollover.” That was it. If you have a checkbook for the current HSA, y...