@AlwaysLost wrote:
Hey @Opus 17
Yeah, by sheer coincidence, the program used to fetch pay stubs was down. However, now that I've been able to further look at the payroll deductions, I actually see that there was in total $600 deducted. However, additional investigations into my HSA bank showed that $150 of the contributions from January 2024 were "Prior-Year contributions". However, I'm not sure how to proceed from here.
Thanks!
If $450 is recorded as current year, then that is what you should work off for purposes of determing if you have a real excess for 2024.
Would an extra $150 counted toward 2023 put you in excess for 2023?
Go to the interview for "1099-SA and HSA" accounts on the Deductions and Credits page. Re-run the HSA interview. After confirming your contributions from the W-2, click next. There should be a question "Did your employer tell you about any other contributions. It is uncommon, but sometimes employers make contributions to your HSA that apply to a previous year." Enter that $150 was made in 2024 but applied to 2023. That should make everything match for 2023, and the $450 excess you already removed will be correct.
Then, if the extra $150 would have resulted in over-funding 2023, that will have to be addressed separately.
