- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes, you can apply the 2016 excess to your 2017 contributions ($6750-$13), if your employer will allow changes to your HSA elections.
You will incur the minor penalty for the 2016 tax year, but not have the $25 charge. See links below.
http://www.hsaedge.com/2016/11/06/how-to-remove-excess-contributions-to-an-hsa/
https://www.irs.gov/pub/irs-pdf/p969.pdf
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎June 5, 2019
10:53 PM