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Retirement tax questions
You still have not explained how you have an excess contribution. You have only stated your conclusion, correct or not, that you made an excess contribution. If no more than $3,600 was deposited into your HSA as contributions for 2021, you have no excess contribution for 2021.
What is shown in boxes 2 and 3 of your 2021 and 2022 Forms 5498? If you don't have these forms in hand, they are available from the IRS in your Wage and Income transcripts for these years.
‎February 19, 2024
8:08 AM