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Excess HSA contribution in 2022 in both spouses accounts
In 2022, my spouse ($3172) and I ($1258) both overcontributed to both of our HSAs not aware of the total limit for the family of $7300.
Turbotax didnt informme that I would incur the 6% every year until corrected so it got carried over to 2023.
In 2023, the 2 amounts were combined to $4430 and were listed only on the Spouse’s excess HSA line on the worksheet.
Do I need to remove the excess $4430 plus earnings from which account? Or does it need to be removed from both accounts in the amounts from 2022?
How do I estimate what excess contributions $4430 plus earnings would be removed from some month in 2023?
March 26, 2025
7:22 PM