@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 ...
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...
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...
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...
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....