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TE290
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  • Re: HSA Excess Contributions

    Thanks for hanging in there with me. Your right, Turbo tax didn't say we have excess contributions. It was the 1099SA form we received from the HSA company. We ...
    TE290
    1
    Updated Mar 15, 2025

  • Re: HSA Excess Contributions

    I have the downloaded deluxe version.12- A,B&C are all blank (no numbers listed)In the HSA Summary there is no line that reads "Taxable Employer Contributions"....
    TE290
    3
    Updated Mar 15, 2025

  • Re: HSA Excess Contributions

    Thank you for helping with this. We can send over a sanitized copy but I'm thinking this issue might be coming from the answered questions in the HSA questionna...
    TE290
    5
    Updated Mar 15, 2025

  • Re: HSA Excess Contributions

    In the 2024 HSA questionnaire we checked the boxes of the months we had HD insurance and that the other insurance (medicare) began Aug 1st. The system filled ou...
    TE290
    7
    Updated Mar 15, 2025

  • Re: HSA Excess Contributions

    We had to take the money out of the HSA account in 2024 because my husband retired end of July 2024 and there is the requirement to stop contributing 6 months b...
    TE290
    9
    Updated Mar 15, 2025
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