@Opus 17 @dmertz I was able to download my submitted federal and state tax return and I could use your help confirming a few things:
1. I don't see a Form 5329 included in my 2022 tax return which makes me think that I didn't in fact indicate I'd withdraw the excess prior to the filing deadline. To further support that...
2. Line 8F of my Schedule 1 Form 1040 has a value of $500 (the amount of excess I contributed in 2022)
Given this new information do you think I still filed incorrectly and need to file an amendment? Since my submitted 2022 return doesn't have Form 5329 and line 8F of my 1040 has a non-zero value I think I may have been mistaken when I said I indicated I'd correct the excess. Is there any other way I can confirm this or confirm that I was in-fact hit with the 6% excess penalty?
Assuming this is true, the course of action I'd like to take is: Don't touch my HSA contributions from 2022 and simply let the $500 of 2022 excess count towards my 2023 HSA limit (I'm currently just about $500 short of the 2023 contribution limit since mid-year I adjusted my payroll contributions so I'd be below the max with this strategy in mind -- It's all coming back to me!)
Thanks! And let me know if there's other information I can provide to help confirm anything
