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Regarding HSA accounts, with any employer for an individual?
Regarding HSA accounts, with any employer for an individual?Fidelity's website posted what I think is a general IRS eligibility requirement:* You must be enrolled in an HSA-eligble health plan on the … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
32,959 satisfied customers
Tax I know that you have till April 15 to fund additional
Tax I know that you have till April 15 to fund additional money into an HSA for 2019. The scenario is that the employer put $750 into the HSA and that amount of money was used out of the HSA in 2019. … read more
Carter McBride
Carter McBride
LLM
3,752 satisfied customers
My question is related to an HSA. I had a family HSA, then
Hi! My question is related to an HSA. I had a family HSA, then switched insurances (ending June) to a plan that is not HSA eligible. Before switching, I contributed too much than I am allowed, due to … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
32,959 satisfied customers
Under deductions and credits" Working on HSA. Under
quot;under deductions and credits" Working on HSA. … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
17,648 satisfied customers
I have an HSA through HealthEquity Corporate that was set up
I have an HSA through HealthEquity Corporate that was set up for medical expenses for my wife and I when I retired last June. My employer deposited $7,900 into this account last spring, as I was told … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
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The Medicare trap made my $7,899.92 HSA contribution in 2018
The Medicare trap made my $7,899.92 HSA contribution in 2018 noncompliant. I spent $5,155.35 of HSA funds in 2018. Just Answer advised me to withdraw $2,744.57 before tax filing to avoid excise tax an… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
32,959 satisfied customers
A taxpayer was recently informed by the bank managing his
A taxpayer was recently informed by the bank managing his HSA that he made an excess HSA contribution for tax year 2017. His 2017 tax return is on extension. Is the excess HSA contribution reported as… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
22,889 satisfied customers
I am trying to work out how earnings should be handled for
I am trying to work out how earnings should be handled for my withdrawal of excess contribution to my HSA. … read more
Marcia Mitrano
Marcia Mitrano
MBA
62 satisfied customers
My husbands company contributed about 500 dollars to an Hsa
My husbands company contributed about 500 dollars to an Hsa for him 4 years ago but he was ineligible because he had additional health insurance. He did not withdraw it and he still has the HSA. I jus… read more
Barbara
Barbara
Enrolled Agent, Paralegal
11,770 satisfied customers
I have an HSA. I put approx. $1,500 in it per year and take
I have an HSA. I put approx. $1,500 in it per year and take a deduction for it as as adjustment to gross income. I incurred approx. $2K qualified medical costs during the year. They were out of networ… read more
Bill
Bill
Master's Degree
3,160 satisfied customers
First two months of 2015, my husband and I worked same
For the first two months of 2015, my husband and I worked for the same corporation. He held the benefits for our family, including the Health Savings Account. During this time, he contributed $830 to … read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
7,320 satisfied customers
If you contributed to HSA year's $ limit in January, but
If you contributed to HSA for the year's $amt limit in January, but later in the year you no longer have a HSA eligible health insurance (change job, or change insurance), do you have to take out the … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
17,648 satisfied customers
Client put in more HSA contribution than allowed for himself
Client put in more HSA contribution than allowed for himself and less than what was allowed for his wife. does he need to withdraw the portion of HSA contribution? Can he put more into his wife's HSA … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
32,959 satisfied customers
Medicare is my primary insurance and Cigna is my secondary
Medicare is my primary insurance and Cigna is my secondary health insurance. My wife is covered under my Cigna insurance provided by my former employer. Does my wife at 61 qualify for setting up a Hea… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
8,659 satisfied customers
I want to take funds from my IRA ($2200) into my HSA. Can
I want to take funds from my IRA ($2200) into my HSA. Can I simply get a cashiers check/money order from the IRA financial institution made out to my HSA's financial institution and send the funds tha… read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
This isCustomer I asked a question regarding my Health Savings
This isCustomer I asked a question regarding my Health Savings Account and received a response but I forgot to include that for 2008 I had contributed to and my firm contributed to my HSA for a total … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
22,889 satisfied customers
I have a question regarding excess contribution to HSAs. I
I have a question regarding excess contribution to HSAs. I contributed $3000 and my employer contributed $1300 (for a total of $4300) to my HSA in 2008. My coverage was for my FAMILY. The initial bala… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
Myself and children are cover by employer health ...
Myself and children are cover by employer health plan...wifeis covered by HSA health plan due to pre-existing condition. Are the premiums on HSA plan income tax deductible?… read more
Paul Taliefero
Paul Taliefero
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Bachelor Degree
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