Thank you for your help and insight! Here is the reply I provided previously.
Due to a timing issue, I could not roll it over to 2022 (per the HSA company). So, we paid the penalty for that year as well as 2021. The issue was fixed first thing in 2023. To my understand you are penalized for the overage each year until is is corrected and said correction took place in 2023. I would have preferred to address it in 2022 and attempted as much but may have received bad information.
We have an additional tax document specific for the 2023 year tied to the excess contribution correction. Just trying to ensure I answer the aforementioned question appropriately via the app.
