HSA Excess Contribution Error

srierson7 — Fri, 20 Mar 2026 03:50:21 GMT

I believe there is an error in the Turbo Tax Desktop Program concerning excess HSA contributions.

Here are my details -

Problem details -

In Turbo Tax when it asks for my HSA contributions, the employer field is auto populated for the $8,298, and I manually enter the $252 that I contributed
Several screens later I get the message for Who made the excess HSA contribution
I state I have and then it asks if I will withdrawal the full $4,300 by April 15, 2026, which I did and I mark "Yes"
The next screen is a my HSA Summary page where it lists $4,250, and $4,300 for the Tax-free company contributions for my wife and I. Under that it states "Excess company contributions withdrawn" of $4,048.
There is no place that states I had an excess contribution that was withdrawn of $252.
Form 5329 is created for me and I am charged the 6% excess contribution penalty on the $252

Summary -

Turbo Tax is failing to account for my personal contribution that was withdrawn and is charging me the 6% penalty on excess contributions.

Please get this fixed ASAP.

Thanks,

Sean

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