MarilynG1
Expert Alumni

Get your taxes done using TurboTax

TurboTax will automatically carryover the excess contribution amount, and it will place it on Line 2 of form 8889. It may also appear on line 13, Schedule 1 (1040). 

 

TurboTax will apply the carryover as a personal contribution along with any other personal contributions you have.

 

In the HSA section, you may see the question, "Did you overfund your HSA in 2024?" If you see this question, answer "Yes".  What it is really asking is, "Did you have a carryover of excess contributions? (the answer of course is yes)". If asked for the amount, enter the amount that was carried over. 

 

@markpa602 

 

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