Basically - I overcontributed to my HSA in 2023 and no longer have a HDHP. I paid the 6% excise tax for 2023. I am now trying to remove the overcontribution for future tax filings. If I withdraw the overcontribution + gains today (February 2025), can it be applied to 2024 taxes even though a 1099-SA will not be generated…
My W-2 HSA total is higher than the actual total: $2690 instead of $2517, according to my HSA statements. My previous employer is unresponsive to requests to correct my W-2. I also have excess contributions due to losing coverage mid-year. The tool suggests I withdraw $615, but the actual excess is $442. How do I file this…
While doing my taxes in FTU, it was brought to my attention that I made excess contributions to my HSA. In total, $642 was in excess. When running through to prompts it asks "Did April take an HSA distribution in 2024?" Technically, no but it is prior to the filing date that the excess was caught and rectified. The check…
Hello Apologize upfront for the long-winded note on my tax topic. I contributed the full amount to my HSA (self funded) in 2023 and claimed deduction for it when I filed taxes in April 2024. After filing 2023 tax, I enrolled in Medicare and due to the "6 month look back" rule, I became ineligible to contribute to HSA in…
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