MindyB
Expert Alumni

Get your taxes done using TurboTax

The amount withdrawn is referring to specific requests you made to your HSA provider to return excess contributions.  If you only withdrew amounts for regular medical expenses, "Amount withdrawn by April 15, 2024" is Zero. Often, the full amount would go on the line for "excess employer and payroll contributions" unless you contributed to your HSA directly, not through your paycheck. If you did both, you can choose how to allocate them. 

 

To be clear, most people are preparing their 2024 taxes, but your question is regarding 2023 taxes. ‌If that is an error and you meant 2024, you still have a chance to withdraw any excess contributions and avoid a 6% penalty.  If you are preparing 2023 now, and you have an excess contribution, there's likely a 6% excise tax on the excess contributions.  See IRS Publication 969 for more information on the excise tax.