Timeline for HSA contributions made between January 1st 2019 and April 15th 2019
Current License: CC BY-SA 4.0
9 events
when toggle format | what | by | license | comment | |
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Aug 22, 2019 at 13:18 | vote | accept | mathemagician | ||
Aug 21, 2019 at 21:10 | answer | added | Ben Miller | timeline score: 1 | |
Aug 21, 2019 at 21:05 | comment | added | mhoran_psprep | I don't think it is just a question of filing an amended return, you also had to tell the HSA custodian that you were making a 2018 contribution when you made the deposit before tax day 2019. | |
Aug 21, 2019 at 20:53 | comment | added | mathemagician | @BenMiller Yes. I couldnt anticipate not being in a HDHP and maxing my contribution using last month rule seemed like the obvious thing to do. | |
Aug 21, 2019 at 20:47 | comment | added | Ben Miller | On your 2018 taxes, did you use the last month rule to max your contribution? Is the question you have about now not meeting the testing period for the last month rule? | |
Aug 21, 2019 at 20:38 | comment | added | mathemagician | @BenMiller 3 months (Sep, Oct, Dec) | |
Aug 21, 2019 at 20:33 | comment | added | Ben Miller | How many months in 2018 were you covered by an HDHP? | |
Aug 21, 2019 at 20:10 | comment | added | chepner | I don't see how your (lack of) enrollment in a HDHP plan between July and September affects a February contribution, whether you claim it for 2018 or 2019. | |
Aug 21, 2019 at 20:07 | history | asked | mathemagician | CC BY-SA 4.0 |