- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
"Their forms want to return the contribution as a check. " This would be normal for an excess contribution, however, you can't withdraw an excess contribution when you didn't make one.
Any chance that this operation (sending you a check) would remove the HSA contribution from 2021 in their books? That would be great, because you just turn around and send the money back to them by April 18th as a contribution, which could (if properly marked) would count for 2022.
This is what is important, getting them to change their books so that the original contribution does not not appear to apply to 2021. You still have time to apply the contribution to 2022.
Whatever you do (if you do what you said in the last post), keep all your documentation. If you are ever audited, the IRS will likely tell you to amend your 2021 return to add the HSA contribution to that year (if it is not too late to amend), and then to remove the contribution from the 2022 return.
**Mark the post that answers your question by clicking on "Mark as Best Answer"