ph9000
New Member

Can't Correct HSA Excess Contribution

My employer accidentally contributed about $23 too much into my HSA in November 2024.  I had the HSA custodian undo the excess contribution.  TurboTax Home & Business will not let me note anywhere that the excess contribution was withdrawn.  Instead, it tells me it is too late to withdraw the excess amount (in March 2025) instead of letting me note that I already withdrew the excess before the end of 2024.

 

Can TurboTax be updated to allow such an amendment?

 

I put in that I contributed negative $23 for my HSA contribution but TurboTax would not accept that, and keeps the total with the overpayment on Form 8889.