Hello,
my wife and I worked for same
company and I had the HSA and medical coverage . I resigned in November 2024 and my wife took over medical coverage and opened up an HSA under same high deductible plan. Not thinking she also received the seed money which put us over $1550 in excess contributions for 2024. We were able to work with health equity to submit the paperwork to have that $1550 switched to contribution year 2025. Is there any other form needed when filing our taxes such as form 5329 or because we were able to adjust contribution year is this all we need to do…and is this able to be done on turbo tax? Thank you!
