BillM223
Expert Alumni

Deductions & credits

One way is for your 2021 return to show an excess that gets carried over to 2022. A second way is for you to answer the question in the HSA interview, "Did you overfund your HSA in 2021?" (You should have answered NO.)

 

Is there a chance that there was a code W on your 2021 W-2, which would set up the excess in 2021 (even if you did not realize what was happening)?

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