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How do I know if I overcontributed to my HSA when TurboTax did not include a form 5329 in my 2023 tax filing?

Where do I find the amount I contributed to my HSA?
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1 Reply
BillM223
Expert Alumni

How do I know if I overcontributed to my HSA when TurboTax did not include a form 5329 in my 2023 tax filing?

If you are referring to the question in the HSA interview where TurboTax asks you if you overfunded your HSA last year (meaning 2023), and refers you to the 5329 in your 2023 tax return, then if your 2023 tax return did not include a 5329, then you did not overfund your HSA in 2023.

 

What TurboTax is actually wanting to know is did you carry over any excess from 2023, If you did, then you would have been assessed a penalty on the 5329. No 5329, no carryover.

 

NOTE: if you did have excess contributions in 2023 but withdrew the entire excess before the due date of the return (April 15, 2024), then you "cured" the excess and do not have to own up to it.

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