TREM
Level 2

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.