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Retirement tax questions
Thank you, @dmertz
Box 3 code is "2 excess contributions"
In 2024, all contributions were personal, no W-2 contributions. (family plan, plus two "catch-up" contributions)
No other withdrawals were made for medical expenses. Only withdrawal was for the excess contribution (HDHP was had only for first part of the year). I calculated the excess at my HSA providers site (Fidelity), and withdrew in October. Apparently it was a couple hundred too much. In hindsight, I should have waited until I prepared my taxes.
I have some non-reimbursed receipts that could be used, if needed, toward the extra withdrawal amount.
‎February 9, 2025
8:18 AM