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Recent Discussions

Excess HSA contribution in 2025 - Amended return
Hello Recently realized the 2025 HSA excess contribution. Been reading up on this and decided to go the withdrawal option as still time till Oct 15 for amended return. Plan to initiate the fund + earning withdrawal from HSA custodian. Also, I started trying out an amended return to see what might be needed and I am not…
Form 8889 for deceased account holder where funds received but I wasn't designated beneficiary
The below is what I see on the instructions for filling Form 8889 at the IRS instruction website: If the designated beneficiary is not the account beneficiary's surviving spouse, or there is no designated beneficiary, the account ceases to be an HSA as of the date of death. The beneficiary completes Form 8889 as follows.…
HSA last month rule failed - California.
Hi all, My wife had HSA eligible plan from Sep 2024 - Aug 2025. She did a full contribution using the last month rule for 2024. I'm aware that we needed to pay the 10% penalty for the excess 8 month of contribution for failing the test period. But I could not find anywhere to do that. I can see the form 8889 is supported,…

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