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Retirement tax questions
HealthEquity indeed has a specific Distribution of Excess HSA Contribution Form, available for download from General Forms when logged in to their website. This form has a place to enter the excess contribution amount and mentions that the excess contribution and attributable earnings must be distributed to correct the excess, implying that the will do the necessary gain/loss calculation. This form has a $20 processing fee.
‎April 4, 2024
1:42 PM