BillM223
Expert Alumni

Retirement tax questions

What is the HSA custodian going to do with that $1100 or so? I mean on their paperwork.

 

I can't really address your issues until I know what your HSA custodian is reporting on their books for 2024 and 2025. Did they mark 2024's contribution as 8058 or 6917? If 6917, does that mean that the HSA custodian listed the 1,141 as a real contribution for tax year 2025? Or did they assume that the 1,141 would be carried over as an excess from 2024 to 2025?

 

The difference is how you enter stuff into TurboTax. Let us know what the HSA custodian did.

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