Dasstc
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@Opus 17Yes my 1099-SA amount was exactly the excess contribution. Looks like the additional tax on that amount was almost 50%. I assume 20% is the penalty and ...
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@Opus 17 Turns out I actually did withdraw the excess from my HSA in 2021 and got a 1099-SA. Since I haven't filed my taxes yet, I checked the box on the 1099-...
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@Opus 17 Okay thanks. Makes sense now.
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@ChenaI was wondering the same thing, principal + earnings needs to come out. I assume that is the way an excess contribution would have been handled by Fidelit...
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Thank you! I'll try your first option.
Activity Feed for Dasstc
- Cheered Re: How to correct an excess HSA contribution that was made years ago ? for Opus 17. April 25, 2022 3:22 PM
- Cheered Re: How to correct an excess HSA contribution that was made years ago ? for rdjohnston99. April 25, 2022 3:21 PM
- Cheered Re: How to correct an excess HSA contribution that was made years ago ? for thakkarh1116. April 4, 2022 2:08 PM
- Cheered Re: How to correct an excess HSA contribution that was made years ago ? for Opus 17. April 4, 2022 2:07 PM
- Cheered Re: How to correct an excess HSA contribution that was made years ago ? for Chena. April 4, 2022 10:04 AM
- Cheered Re: How to correct an excess HSA contribution that was made years ago ? for thakkarh1116. April 2, 2022 9:21 AM
- Cheered Re: How to correct an excess HSA contribution that was made years ago ? for Opus 17. March 21, 2022 12:58 PM
- Cheered Re: How to correct an excess HSA contribution that was made years ago ? for Opus 17. March 21, 2022 12:56 PM
- Cheered Re: How to correct an excess HSA contribution that was made years ago ? for FangxiaL. March 21, 2022 12:56 PM
- Cheered Re: How to correct an excess HSA contribution that was made years ago ? for Opus 17. March 10, 2022 2:03 PM
- Posted Re: How to correct an excess HSA contribution that was made years ago ? on Deductions & credits. March 10, 2022 12:40 PM
- Cheered Re: How to correct an excess HSA contribution that was made years ago ? for Opus 17. March 10, 2022 12:31 PM
- Posted Re: How to correct an excess HSA contribution that was made years ago ? on Deductions & credits. March 10, 2022 10:31 AM
- Posted Re: How to correct an excess HSA contribution that was made years ago ? on Deductions & credits. March 10, 2022 10:16 AM
- Posted Re: How to correct an excess HSA contribution that was made years ago ? on Deductions & credits. March 10, 2022 9:48 AM
- Cheered Re: How to correct an excess HSA contribution that was made years ago ? for Chena. March 10, 2022 9:29 AM
- Posted Re: How to correct an excess HSA contribution that was made years ago ? on Deductions & credits. March 9, 2022 9:15 AM
- Cheered Re: How to correct an excess HSA contribution that was made years ago ? for FangxiaL. March 9, 2022 9:14 AM
- Posted Re: How to correct an excess HSA contribution that was made years ago ? on Deductions & credits. March 8, 2022 7:57 PM
- Cheered Re: How to correct an excess HSA contribution that was made years ago ? for Chena. March 8, 2022 7:45 PM