- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
"2. You did not withdraw this short-term excess contribution by April 15, 2023.
We did not notice this excess part until now. We do have it on 2022 tax return - 5329."
Hmpf, TurboTax should have made a big stink about this on your 2022 return, unless you failed to enter something.
OK, for 2023, you don't have a code W in box 12 on your W-2 and you don't have HDHP coverage.
So you have no reason to go through the HSA interview. This also means that you won't tell TurboTax that you (or your spouse) that you have HDHP coverage. So HSA calculations should be correct.
This means that if you answer "Self" on the Review question on Line 1 (8889) this should not affect calculations any, but will bypass this loop in the Review.
Try this and see.
**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, 2024
8:03 PM