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Retirement tax questions
Thank you! One clarifying question: since these excess contributions were due to partial year enrollment in a HDHP I wasn't over the full-year limit of $3,450 (just over my prorated limit based on months eligible) and thus the excess contributions aren't actually indicated on the tax forms that I received from my HSA provider. So when you say "This is done automatically by TurboTax; you do not need to do anything" is that because TurboTax will ask about the number of months that I was eligible for a HDHP and then reduce my personal HSA contribution limit accordingly?
‎June 6, 2019
12:34 AM