BillM223
Expert Alumni

Retirement tax questions

It sounds like TurboTax is still carrying over your excess contributions.

 

Listen, when you go through HSA interview, TurboTax is going to ask if you overfunded the HSA the previous year. NOTE: if you withdrew the excess in a timely manner (before the due date of the return), then you should answer NO to this question (I admit that this is not clear).

 

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