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New Member
posted Feb 28, 2024 1:22:18 PM

Removed excess HSA contribution but form 8889 still shows excess?

I contributed $2600 in 2023 and had to remove $700 excess. 

When Turbotax asked me "are you going to remove it before the deadline" - i chose yes and moved on.

 

$700 is listed on schedule 1 8f 8889 income so it will be taxed accordingly.

 

However in my 8889 form, it still shows $2600 listed on line 9 and 11. Shouldn't this be fixed to $1900? as if I have only contributed to $1900?

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3 Replies
Expert Alumni
Feb 29, 2024 8:01:28 AM

To clarify, Lines 9 & 11 on the 8889 represent employer contributions. Did both you and your employer contribute to the plan? I ask because your contribution limit for 2023 is $3850 ($4850 if over 55) for a self-plan and $7750 ($8750 if over 55) for family plan. $2600 is under the limit unless there were additional contributions or if a spouse has an HSA.

New Member
Feb 29, 2024 8:04:41 AM

I only had high deductible health plan for six months out of 12 in 2023. So I was told that I can only contribute up to half of annual max for a single person which is about 1900. My previous employer Took pretax money out of my paycheck every two weeks so it's my contribution but also my employer contributed one time of $1500

Expert Alumni
Feb 29, 2024 2:12:55 PM

To look at this in detail, we would like to see a diagnostic copy of your return. The information in this file is a sanitized copy meaning there is no personal information, only numbers so that we can troubleshoot in depth, check for calculation issues, and to see how certain items are applied. Here is how to order. 

 

For Turbo Tax online, go to tax tools>tools>share my file with agent.  When this is selected, you will receive a token number.  Respond back in this thread and tell us what that token number is. 

 

If you use the desktop version, go to the black stripe at the top of the program>online>send tax file to agent. Once you receive the token number, reply back in this thread and let us know what that token number is.