topic 2022 HSA Excess contribution - trying to resolve on 2023 taxes in Get your taxes done using TurboTax

2022 HSA Excess contribution - trying to resolve on 2023 taxes

jrh4850 — Tue, 10 Feb 2026 11:26:44 GMT

In 2022 I had an excess contribution of $1550. I did not understand and just paid the extra tax thinking it was no big deal. Now, doing 2023 taxes, the $1550 from 2022 is carried over from form 5329. I am planning to withdraw that amount before April 15, but turbo tax is now saying I need to withdraw $3100.

I maxed out my my HSA in 2023. $7750 plus $1000 catch for being over 55.

Any help explaining why the $1550 doubled to $3100 would be great.

Thanks.

Re: 2022 HSA Excess contribution - trying to resolve on 2023 taxes

dmertz — Sat, 17 Feb 2024 20:19:11 GMT

This is a result of a bug introduced with the February 8, 2024 update to 2023 TurboTax. Intuit is aware of the problem.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/insurance-medical-benefits/turbotax-desk...

Re: 2022 HSA Excess contribution - trying to resolve on 2023 taxes

jrh4850 — Sat, 17 Feb 2024 20:24:30 GMT

Thanks for the quick reply. Makes sense, it doubled after applying an update I was waiting on for another section.