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Retirement tax questions
Here is the summary page with numbers. Note this is a family HDHP with HSA, second dollar figures are for my SO, we're filling jointly:
Deduction $984 $0
Total distributions $5,879 $0
Taxable distributions $0 $0
Taxable earnings on excess contributions $0 $0
Tax-free employer contributions $5,972 $0
Excess employer contributions withdrawn $0 $0
Yes, when I withdrew the excess, I told the HSA custodian it was an excess contribution. They had a special form for that.
March 9, 2022
10:43 AM