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Investors & landlords
When you withdrew the entire excess before the due date of your 2023 return (on or about April 15, 2024), you "cured" the excess, so no 5329 was generated.
In your case. when you were asked in your 2024 interview if you overfunded your HSA in 2023, answer NO. The question really wants to know if you carried over an excess from 2023, which you did not.
If you were asked for line 48 on the 5329, start the HSA interview over again, and answer NO to the overfunding question.
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‎February 26, 2025
9:58 AM
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