Hello,
I and my wife made HSA contributions for 2019. My employment changed and we ended up making excess contribution at family level.
Turbox Tax recommends different amounts be withdrawn depending on who I select as the person responsible for excess contribution.
These are the HSA contributions reported on W2 ( W on Box 12)
me - 125.00
me - 525.00
wife - 7000.00
If I select my name as responsible for excess, Turbox Tax recommends $650 withdrawal before April 15. If I select spouse - TurbTax suggests - 2* 650 to be withdrawn from HSA.
We both had HD plans. Spouse had children under her plan. I had my individual HD plan. But the excess should be $650.00 - correct?
Thanks.
