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MH-20
Level 3
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  • Solved Re: 529 Plan replaced beneficiary

    Thanks for your reply! I have missed mentioning that Gross distribution (Box 1) is $3237 (less than 10K) and it actually covered all the beneficiary's expenses....
    MH-20
    1
    Updated Feb 28, 2025

  • Re: HSA excess contribution

    Thanks for your reply. Yes I had qualified HSA funding distributions appearing on my 1099-SA tax form. No, I did not transfer from an IRA to HSA. I only have on...
    MH-20
    1
    Updated Apr 01, 2024

  • Re: HSA excess contribution

    I followed the steps you mentioned by deleting my W2 (have a paper copy), clicking on Forms to delete those you mentioned. I was not able to delete Form 5329-T ...
    MH-20
    3
    Updated Apr 01, 2024

  • Re: HSA excess contribution

    I didn't have MSA checked on the first screen (only HSA was checked). I also checked and found no R in box 12 on my W2. I went to the Forms on the left and foun...
    MH-20
    5
    Updated Apr 01, 2024

  • Re: HSA excess contribution

    I finished the "Wages & Income" section where I included the amount of 8,750 in my W2 box 12. I also went through all the Deductions steps including the Medical...
    MH-20
    7
    Updated Apr 01, 2024
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