You'll need to sign in or create an account to connect with an expert.
Enter all forms exactly as received, no modifications.
When completing the HSA contribution section and TurboTax indicates that your HSA contributions included an excess contribution, indicate that you will (or did) have the excess returned and indicate the amount of excess returned (without the adjustment for earnings).
Note that only actual excess contributions are permitted to be returned. If the calculations done by TurboTax don't indicate that there was an excess contribution, TurboTax will not provide an opportunity to indicate an excess as having been returned.
Enter all forms exactly as received, no modifications.
When completing the HSA contribution section and TurboTax indicates that your HSA contributions included an excess contribution, indicate that you will (or did) have the excess returned and indicate the amount of excess returned (without the adjustment for earnings).
Note that only actual excess contributions are permitted to be returned. If the calculations done by TurboTax don't indicate that there was an excess contribution, TurboTax will not provide an opportunity to indicate an excess as having been returned.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
keith729
New Member
derickj1926
New Member
sarahjgreen14
New Member
jfm2023
Level 2
nyg1991
New Member