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Incorrect excess HSA contribution in 2019
In 2019, I contributed $1,725 toward my 2018 HSA contribution. This was reflected in my 5498-SA for 2018 and in my 2018 tax return. I also contributed the maximum of $7,000 to my HSA for 2019. My 2019 5498-SA shows in box 2, total contributions in 2019 of $8,725 (again, $1,725 was attributed to my 2018 HSA contributions). For my 2019 tax return, TurboTax is showing an excess contribution of $1,725. Do I simply state that I contributed $7,000 in the HSA interview, and not $8,725? These were all personal contributions as well so nothing is represented on my W2.
‎June 29, 2020
4:15 PM