andyhwan
Returning Member

After you file

Hi Gloria,

 

Thanks for your response.  I decided to withdraw the excess contribution made to my HSA for 2020 before May 17.  The HSA bank confirmed they will withdrawal the excess.  I was told that the removal of excess contribution will be reported in the year the removal was made, which would be 2021.  I thought if withdrew the excess amount before May 17, it would be the HSA contribution from 2020.

 

I had already filed my 2020 Taxes when I found out I had over contributed to my HSA.  I've also received my tax refund check.  Now that I have requested to withdraw the over-contribution of my HSA, what are my next steps to amending my 2020 tax filing?  I'm not clear on what I should do since I was told the withdrawing the excess amount would be applied for 2021.  Thanks.