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Get your taxes done using TurboTax
Correct, you will complete the entries in TurboTax and let TurboTax calculate any excess for you. Once you have completed this step in TurboTax, contact your HSA plan (either online or by phone) and request an "excess withdrawal contribution". As BillM223 states above, it is very important to use the wordage "excess withdrawal contribution". TurboTax will do all the calculations for you if you follow the interview questions.
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March 2, 2025
5:55 AM