Goodeboys
New Member

Excess HSA Contribution

I overfunded my HSA account in 2025 due to signing up for Medicare Part A mid year when I turned 65. I asked the HSA custodian to process a Return of Excess Contribution for the amount I contributed from June 2025 when I turned 65 through mid October 2025 when I realized my error and stopped making contributions.  The 2025 return of excess contribution was processed in January 2026, well in advance of the 2025 tax filing deadline. It is not clear to me when this excess contribution gets reported on my tax return.  The figures in question are $2792 in contributions and $18.53 in interest.  I have not received a 1099-SA code 2 from the custodian yet.  Thank you!