ESLJ
Level 1

Deductions & credits

This has been the only helpful thread I've been able to find anywhere on how to fix this issue.    Thank you!

 

In addition to withdrawing the current year's HSA contributions before the tax filing due date, how would one go about fixing excess HSA contributions in a prior year?   I see my HSA provider has a field for "tax year" on their excess distribution form.  I can pull out excess from past years now and have it all taxed (and penalized) as "other income" in 2021 or do I have to go back and amend a prior return?