dmertz
Level 15

Get your taxes done using TurboTax

Details provided in Boomhauser's similar thread in the Retirement forum show that there was actually no excess contribution because contributions for 2023 did never exceeded 9/12 of the annual limit, making Boomhauser's request for a return of excess contribution improper.

 

https://ttlc.intuit.com/community/retirement/discussion/excess-hsa-contribution-problems-due-to-medi...