- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Yes, it seems you didn't make an excess contribution to your HSA in 2021 since you don't have Form 5329 included on your 2021 tax return to calculate the penalty. You can answer "No" to the "Did you overfund your HSA in 2021?" question.
Usually, you get a warning if you made an excess contribution and instructions on how to fix it (remove the excess plus earnings by the due date). If you remove an excess contribution plus earnings before the due date then the answer would be "No" as well.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎April 9, 2023
12:53 PM