Chena
Level 3
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@Opus 17Thanks for the explanation for addressing the excess contribution years after failing to correct in the tax year of the excess contribution.I have been ...
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Hi @FangxiaLPlease provide more details on the process for taking an nonqualified withdrawal of the excess amount.In particular, my understanding is that we nee...
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Yes, they simply tell me to consult a tax accountant to claim the excess contribution. At this point, I plan to just pay the small fee TT says I owe on taxes du...
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I had read that some potential solutions to this were:* spend down the entire HSA account to zero Not something I'm ready to do, although not in a high deductib...
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The HSA is with Fidelity. They say I can make a withdrawal request but there is nothing on the form for indicating it is an Excess Contribution Removal request....
Activity Feed for Chena
- Posted Advice on filing now while still awaiting last year's refund ? on Get your taxes done using TurboTax. February 23, 2025 5:11 AM
- Got Cheered for How to correct an excess HSA contribution that was made years ago ?. April 8, 2023 3:55 PM
- Got Cheered for Re: How to correct an excess HSA contribution that was made years ago ?. February 17, 2023 10:41 AM
- Got Cheered for Re: How to correct an excess HSA contribution that was made years ago ?. April 4, 2022 10:04 AM
- Got Cheered for Re: How to correct an excess HSA contribution that was made years ago ?. March 11, 2022 8:57 AM
- Posted Re: How to correct an excess HSA contribution that was made years ago ? on Deductions & credits. March 10, 2022 6:34 PM
- Got Cheered for Re: How to correct an excess HSA contribution that was made years ago ?. March 10, 2022 9:29 AM
- Posted Re: How to correct an excess HSA contribution that was made years ago ? on Deductions & credits. March 10, 2022 6:50 AM
- Got Cheered for Re: How to correct an excess HSA contribution that was made years ago ?. March 8, 2022 7:45 PM
- Posted Re: How to correct an excess HSA contribution that was made years ago ? on Deductions & credits. March 8, 2022 7:38 PM
- Got Cheered for How to correct an excess HSA contribution that was made years ago ?. March 8, 2022 7:23 PM
- Posted Re: How to correct an excess HSA contribution that was made years ago ? on Deductions & credits. March 4, 2022 3:18 PM
- Posted Re: How to correct an excess HSA contribution that was made years ago ? on Deductions & credits. March 4, 2022 11:20 AM
- Posted How to correct an excess HSA contribution that was made years ago ? on Deductions & credits. March 4, 2022 10:40 AM
- Posted Re: Mac OS TurboTax Update for 2021 American Rescue Plan - When ? on Get your taxes done using TurboTax. March 27, 2021 6:13 AM
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- Posted Mac OS TurboTax Update for 2021 American Rescue Plan - When ? on Get your taxes done using TurboTax. March 20, 2021 8:29 PM
- Posted Re: Why can't TT figure out 1040 Wks line 10 b by itself ? on Deductions & credits. March 11, 2021 7:53 AM
- Cheered Re: 2020 tax for DMarkM1. March 11, 2021 7:50 AM
- Posted Re: Why can't TT figure out 1040 Wks line 10 b by itself ? on Deductions & credits. March 6, 2021 4:08 PM