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How to handle HSA excess contribution for tax year 2024 when the withdrew for the excess occurred in January 2025
Hello,
I over contributed my HSA contribution for tax year 2024. I submitted the Excess Contribution Removal form in January 2025. The custodian has removed the overage but the 1099-SA will be reported on my 2025 return. So should I report this when I do my taxes for tax year 2025? If not then how do I enter this in Turbo Tax when there is no 1099-SA form for tax year 2024?
Thank you in advance.
March 16, 2025
6:37 PM