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2022 tax year - HSA Exceeds Maximum contribution - form 5329 - no option to rollover to 2023
We exceeded our max contribution to our HSA. I understand there are two options. Withdraw the funds or rollover to 2023. However, TurboTax, when I say "I will not withdraw the funds", proceed to charge me 6% additional tax and does not offer a rollover option and form 5329. I prefer to rollover the overpayment to 2023 contributions.
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‎April 9, 2023
10:18 AM