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2022 HSA excess withdrawal
My spouse and I had changed jobs during 2022 and we ended up with an excess contribution in our HSAs. We fixed this with calling Fidelity and they gave us a check with the overrage.
When we enter our W2s, I see the excess penalty added to my amount due. Do we need to request a correct W2 form?
Also, how would we do this if for my spouse, the employer now is different than the one where the excess happened.
‎February 13, 2023
6:38 AM