BillM223
Expert Alumni

Deductions & credits

So you are saying that you want to deliberately increase the excess contribution calculation by TurboTax to where it matches $Y, so the excess will be correct? 

 

Well, this is surely not what the IRS had in mind...

 

You will add this contribution as a "personal contribution". Add it first in TurboTax, to see if you get the results you want, then if you do and the HSA custodian is willing, then go for it...

 

Oh, and remember to do this before April 15th AND to tell the HSA custodian that this last contribution is for 2024 (otherwise, they will assign it to 2025).

 

Again, document document document so that if anyone ever asks, you can refer to exactly what you did and why. 

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