rbynaker
Level 14
04-03-2023
05:02 PM
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Client may have a tax-saving opportunity to make an additional 2022 HSA contribution before the tax deadline. I usually point out the triple-tax-free feature of HSAs and convince folks to put the extra in before the deadline. I do make sure they designate it for the right year (usually a screen capture of the online transfer has all of the relevant data).