- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
The last message isn’t very helpful to me. I was told that I can apply the excess contributions to 2023 tax year and hence I don’t want to zero out my HSA account for no reason.
My concern is I cannot tell turbotax that I withdrew from my spouse’s account without it wrongly saying that the excess is $7016. I tried calling my HSA provider and unfortunately they cannot withdraw the funds because my employer switched the HSA providers from 2023 and hence the old provider has no funds to withdraw.
Does it matter for the return if I withdraw from my spouse’s account but tell turbotax that I withdrew from my own account? Does the tax return specify which account was used to withdraw the excess or just that the excess was withdrawn.
March 1, 2023
8:35 AM