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Overfund HSA in 2023, withdrew in 2024 before tax filing. 2025 turbotax asks for line 48 of form 5329
I made excess contribution to 2023 HSA. The excess amount was withdrew before 2024 tax filing. I got a 1099-SA for 2024 because of that withdrawal, the only HSA distribution for 2024 . I am doing 2024 tax and am asked for the line 48 of form 5329. I don't find 5329 in my 2023 tax. What should I do? I think I avoided penalty to that 2023 excess contribution. PS, I always used TurboTax for past years and this year.
‎February 26, 2025
9:50 AM