#prior

HSA for prior tax year question

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HSA for prior tax year question I just started an HSA this year, we have had early some medical expenses that we had to pay directly as the HSA does have enough funds currently to cover. I believe I am able to contribute a lump sum the to HSA and claim it on this years tax filing (2024), until April 15, is that correct? If so, it seems to make sense to at least put into the H…

Reddit Personal Finance 452 2025-01-23

Prior year HSA contributions

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Prior year HSA contributions If you have a HDHP in 2024 but not one in 2025 can you make a contribution to your HSA characterized as a 2024 contribution between 1/1/25 and your tax filing deadline? Assuming you are still under the contribution limit for 2024. submitted by /u/Aggressive-Leading45

Reddit Personal Finance 387 2025-01-10

2nd marriage & prior wealth

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2nd marriage & prior wealth My boyfriend (55m) and I (54f) are thinking of marrying. I have one child who is in college. She is at our state school and does not qualify for need-based aid. My boyfriend has no children. I’m divorced, and he was never married. Let’s call my boyfriend Josh. I own my home, purchased in my 30’s. My kid was raised here. It’s worth about $900,000…

Reddit Personal Finance 1.2k 2023-11-30