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Level 1
April 24, 2026
Question

I have $1062.50 over contribution to HSA for 2025. Do I need to file a tax correction?

  • April 24, 2026
  • 1 reply
  • 262 views
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1 reply

Mike9241
Level 15
Level 15
April 25, 2026

This forum has no access to your return. If you over-contributed to your HSA and entered the correct information, TurboTax should calculate the excess and compute the penalty unless you told it you would withdraw the excess before 4/16/2026 but failed to do so. 

 

We need more data to provide additional information on what exactly you did and when you filed.

There is a 6% penalty on excess contributions not withdrawn before 4/16 as computed on Form 5329.

You would certainly need to amend if you took a tax deduction for the excess or failed to report the excess. 

 

 

 

 

 

Mike9241