Anonymous
Not applicable

Handling excess 2017 HSA Contribution - what are the next steps?

Turbo Tax told me that I made an excess 2017 HSA contribution ($3400). Before I file my 2017 taxes next week, tomorrow I will contact my HSA provider and ask them to remove the extra contribution and earnings. What happens after that?

 

  1. Do I have to wait for a new form from my HSA provider indicating the removal BEFORE I file my 2017 taxes?
  2. If NO to above, how does Turbo Tax handle the $3400 and the earnings for 2017?

Basically, how do I check that everything is in order and what all do I check for before filing my 2017 taxes?

 

Thanks,

D