xxxxxxxxxxxxxx You xxx Spouse
W-2 code W 7,198.18 3,619.98
inherit HSA? No No
direct conts 0 0 -Any contributions you personally made
Employer other conts? No No
Medicare? No No
HDHP Yes Yes
Type of HDHP different types Self-only all year
(HDHP) Family Plan Self-only
months 2/22 to 12/22 1/22 to 12/22
Who made the excess of 3,518?
you
spouse -- I select spouse
both
Did you Overfund your HSA in 2021? (it doesn't ask which who)...
No
You may want to withdraw money from your HSAs
It looks like spouse has an excess contribution of $7036. This amount is being taxed at extra 6%
But, anything withdrawn between January 1 and April 18, 2023 avoids this additional tax.
Option 1 - Ok, we will withdraw full excess contribution of $7036 by April 18, 2023
Option 2 - We will withdraw some of the excess contribution by April 18, 2023
Unfortunately, some of your excess contribution is caused by a prior year excess contribution. While it is too late to remove prior year excess contribution, you can still remove upto $3518 contributed for 2022
Excess employer and payroll contributions ... $3518
Option 3 - No we are not going to make this withdrawal
xxxxxxxxxxxxxxxxxxxxx
If I select myself in Who made the excess of 3,518? I get the following prompts
It looks like <me> has an excess contribution of $3518
Option 1 - Ok, we will withdraw full excess contribution of $3518 by April 18, 2023
Option 2 - We will withdraw some of the excess contribution by April 18, 2023
Great, tell us how much you have withdrawn or will withdraw.
Excess employer and payroll contributions ... $3518
Option 3 - No we are not going to make this withdrawal
Let me know if that helps. I am confused why it says that "It looks like spouse has an excess contribution of $7036." above.
Thanks a lot for your help!
