topic Re: HSA Excess Contribution error correction in same year in Get your taxes done using TurboTax

HSA Excess Contribution error correction in same year

um_goblue — Tue, 07 Apr 2026 01:46:05 GMT

I made contributions to my HSA when I should not have. My wife contributed to a Family plan and I did single. I just filed to remove all the contributions for 2025 this week so I am before the tax deadline. BUT I took out more money than the excess not catching that my wife did not contribute the full 8500. So I have removed about 1000 more than what the calculated excess is. How do I account for that extra 1000 or so dollars?

-Ben

Re: HSA Excess Contribution error correction in same year

BillM223 — Tue, 07 Apr 2026 14:12:17 GMT

Please see the answer I gave you on the other thread.

Re: HSA Excess Contribution error correction in same year

um_goblue — Thu, 09 Apr 2026 20:53:33 GMT

I like your answer. I have additional questions. I will go back to the other thread to ask. We should close this thread and mark it as successful and closed.