[Event] Ask the Experts: Extension Filers

SwapnaM

As @Cindy4 mentioned, you will input the 1099-SA for 2024. In the follow up questions, first you will see the "Were you covered by a High-Deductible Health Plan in 2024" question. You will chose HDHP plan & make sure you select the right option of whether it is a Family plan or self only plan.

For 2024, the maximum HSA contribution limits are:

$4,150 for individuals with self-only coverage.
$8,300 for individuals with family coverage.

The next question is, "Did you overfund your HSA in 2023?", Yes or No, depending on which applies. You will then see the calculation for the amount of overcontribution for 2024 on the next screen and indicate that you withdrew the money.

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@cu006514 Hope this helps!!

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