HSA Excess Contribution error correction in same year

um_goblue · ‎April 06, 2026

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

BillM223

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

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um_goblue

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.