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DK210
Level 1
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  • Re: Excess HSA contribution 2023

    Some clarification:The 1099-SA will come into play in 2025, because the HSA custodian is withdrawing the excess contribution NOW.He filed his 2024 tax return al...
    DK210
    1
    Updated Apr 09, 2025

  • Re: Excess HSA contribution 2023

    The HSA custodian is going to remove the excess contribution ($11.08 balance of what’s left of a $13 excess contribution in 2023 to correct a $1.92 overdraft in...
    DK210
    3
    Updated Apr 09, 2025

  • Re: Excess HSA contribution 2023

    Great. So completing the 5329 line 42 & beyond to pay the 6% excise tax ($1 rounded up on his minor excess) should take care of this issue on the 2024 return. I...
    DK210
    5
    Updated Apr 09, 2025

  • Re: Excess HSA contribution 2023

    Let’s reset the situation as we are still not on the same page.1. The withdrawal from his HSA is in process now, so it will be completed in 2025.2. The immediat...
    DK210
    7
    Updated Apr 09, 2025

  • Re: Excess HSA contribution 2023

    To clarify:- He did not have an HDHP in 2023 (therein lies the problem). He was out of the HDHP at the end of 2021, beginning a new plan 1/1/2022 onward that is...
    DK210
    9
    Updated Apr 09, 2025
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