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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