You may withdraw some or all of the excess contributions and avoid paying the excise tax on the amount withdrawn if you meet the following conditions.
- You withdraw the excess contributions by the due date, including extensions, of your tax return for the year the contributions were made.
- You withdraw any income earned on the withdrawn contributions and include the earnings in "Other income" on your tax return for the year you withdraw the contributions and earnings.
Pub 969 Tax-Favored Health Plans
Under the Deductions & Credits section, you will come to a screen that says Did you overfund your HSA in 2017? (while amending your 2018 return). Answer Yes. You will be asked to enter the excess contribution information in the screens that follow.
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