spkndbcky
Returning Member

Deductions & credits

The overestimated excess was not taken out of the HSA.  It was rolled into 2025.  So, it remains in the HSA but now will appear as a contribution (or rollover) for this year instead of 2024.

 

Unfortunately the way this occurred is I was given an incorrect contribution amount thinking we had overcontributed more than we actually did.  So I rolled it over, which is one of the options in the case of an overcontribution.