- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
I did have an excess last year (employer screwed up the other way), so that would explain it. But the printed line is definitely 0, not blank.
Is there some other form from which this number originates? It seems odd for the instructions to explicitly provide a calculation and then to ignore it. There is a "You may be able to deduct excess contributions for previous years that are still in your HSA." note in the 8889 instructions, but no indications on what this means/how to do so.
I did fill out a 5329 last year for the excess, and the $100 is on line 43/45 of this year's 5329. Will the IRS just know that's where it must have come from?
I'm just trying to avoid any delays in a substantial refund this year. My daughter was caught in the non-electronic filing trap last year and it took 5 months for her refund.
Thanks for the help.