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Returning Member
posted Apr 7, 2025 5:33:26 PM

TurboTax showing HSA contribution of $9300 but contributed nothing

Helping my retired parents with their taxes. In 2022 and 2023 they made contributions to an HSA even though they were not eligible since they were enrolled in Medicare part A. These excess contributions were corrected on their 2023 return. 

 

Now I reported they have no health related accounts and no High deductible health plan on Dec 1, 2023 since there are not eligible but TurboTax is showing they contributed $9300. 

 

Does anyone understand this and how to fix it? 

0 2 716
2 Replies
Returning Member
Apr 7, 2025 6:32:32 PM

It looks like it's carrying forward the excess contributions. I'm just confused why it would carry forward when it should not have been contributed in the first place? The 6% penalty was paid last year and the money was removed from the account.

Expert Alumni
Apr 7, 2025 7:19:56 PM

Did you indicate on your 2023 return that they withdrew the excess? If so, the amount should have been included in income on that return and it shouldn't have been penalized. You should be able to remove the excess contributions from 2023 return.