HSA Excess Contributions

Forum|Forum|4 years ago
March 7, 2022
2 replies
26 views

My spouse has combined employer/employee HSA contributions of $4400.00 for a family High Deductible health insurance plan. If the limit is $7200.00 for married why is turbo tax indicating there are excess contribution?

JamesG1

Level 15

Your spouse reported $4,400 in box 12 code W of the W-2.

HSA information is entered at Federal / Deductions & Credits / Your tax breaks / Medical / HSA, MSA Contributions.

At the screen Was XX covered by a High Deductible Health Plan in 2021? did you select I was covered by a Family Plan every month of the year?

Did you encounter the screen Did any of your HSA contributions go into your spouse's account? when you entered HSA information?

Did you report Yes or No?

Please clarify.

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Mike9241

Level 15

did you personally have general health insurance coverage that was not a high deductible plan?

Mike9241

HSA Excess Contributions

2 replies

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