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I need help finding my 2018 Form 5329 to determine what my (accidental) HSA excess contribution was.

 
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3 Replies
LinaJ2020
Expert Alumni

I need help finding my 2018 Form 5329 to determine what my (accidental) HSA excess contribution was.

 

 

If you filed with TurboTax, you can access your 2018 tax file by clicking here:  2018 access

 

Or

 

if you did not file with TurboTax, you may order a transcript from the IRS.  Click here Get  Transcript and select  "Get Transcript Online "  

For more information, see IRS copies

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I need help finding my 2018 Form 5329 to determine what my (accidental) HSA excess contribution was.

I did access my 2018 return through Turbo Tax, but I did not see the form on the 104 page document

LinaJ2020
Expert Alumni

I need help finding my 2018 Form 5329 to determine what my (accidental) HSA excess contribution was.

 

So, did you even file a Form 5329?  can you check if there is an amount on line 6 of Schedule 2 and line 11 of Form 1040?  That will give us a hint. 

 

 

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