lively_soda
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For anyone following along I contacted the HSA custodian and informed them that the distribution I took did not qualify as an excess-contribution distribution.T...
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Thank you so much, Bill. This was not at all apparent, as you said.So it seems I now have two problems:I still haven’t eliminated the excess contribution.I had ...
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Or is it an issue with the forms themselves?Line 44 of form 5329 seems like it be populated with the $19 distribution:But the value of that field is the value o...
Activity Feed for lively_soda
- Posted Re: TurboTax carrying over a withdrawn HSA excess contribution on Get your taxes done using TurboTax. 5 hours ago
- Posted Re: TurboTax carrying over a withdrawn HSA excess contribution on Get your taxes done using TurboTax. 2 weeks ago
- Cheered Re: TurboTax carrying over a withdrawn HSA excess contribution for BillM223. 2 weeks ago
- Posted Re: TurboTax carrying over a withdrawn HSA excess contribution on Get your taxes done using TurboTax. 2 weeks ago
- Posted TurboTax carrying over a withdrawn HSA excess contribution on Get your taxes done using TurboTax. 2 weeks ago
- Posted When figuring my underpayment penalty when should I choose to use the actual withholding method and when should I choose the quarterly method? on Retirement tax questions. March 1, 2020 4:53 PM
- Posted Do I have excess Roth contributions if I withdrew them before filing? on Retirement tax questions. March 1, 2020 2:20 PM