Hi there,
I have a similar issue in 2024, overfunded HSA by $267 due to an employer change. I contacted Fidelity and they said they cannot refund an excess contribution from 2024 and can only do for 2025 or 2026. They said talk to my tax advisor to fix? I know it is only $16 a year, but I don't want to carry this forward forever.
Multiple people must have provided feedback about this in Turbotax as I noticed the wording has now changed in the 2024 & 2025 desktop version to request the excess is returned. Thanks for helping us going forward, however any advice on what I can do this year to fix?
Thanks!
Kelly
Any advice?
