Handing of 2024 excess HSA contribution for 2025 tax filing

NSiw2874 — Thu, 26 Feb 2026 17:02:25 GMT

I always use Turbo tax Desktop Home & Business to handle my tax filing

For 2024 filing, the software informed my that I made $999 excess HSA contribution and I need to withdraw the amount along with the earnings. I contacted Fidelity to with draw on 02/14/2025 but forgot to include earning amount.

I also made 2025 HSA contribution ($5,300 for myself and spouse, both 63 and MFJ)

In Jan 2025, I got 1099-SA form that show $999 with Distribution Code = 1

For 2025 filing, initially I did not realize the above. Until I work on HSA section, where Turbo Tax showed that $999 as income and indictates that I have another $55 HSA excess. Upon digging, I realized that I made mistake from above.

Can you guide me what to do using Home & Business desktop version to recitfy the missing 2024 excess HSA earning amount and to handle the new $55 withdraw and filing correctly?

Re: Handing of 2024 excess HSA contribution for 2025 tax filing

BillM223 — Thu, 26 Feb 2026 17:36:18 GMT

Please confine yourself to one post or thread on a single issue.

I have answered your other post, but I do not know if the answer was appropriate, given that I had not seen this post yet.

Please go read my reply on your other post on this topic and make any reply on that there, and not here.

topic Handing of 2024 excess HSA contribution for 2025 tax filing in Get your taxes done using TurboTax

Handing of 2024 excess HSA contribution for 2025 tax filing

Re: Handing of 2024 excess HSA contribution for 2025 tax filing