DK210
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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...
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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...
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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...
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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...
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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...
Activity Feed for DK210
- Posted Re: Excess HSA contribution 2023 on Deductions & credits. April 8, 2025 9:03 AM
- Posted Re: Excess HSA contribution 2023 on Deductions & credits. April 5, 2025 1:31 PM
- Posted Re: Excess HSA contribution 2023 on Deductions & credits. March 26, 2025 8:23 AM
- Cheered Re: Excess HSA contribution 2023 for RobertB4444. March 26, 2025 8:09 AM
- Posted Re: Excess HSA contribution 2023 on Deductions & credits. March 26, 2025 7:15 AM
- Posted Re: Excess HSA contribution 2023 on Deductions & credits. March 24, 2025 2:52 PM
- Posted Excess HSA contribution 2023 on Deductions & credits. March 24, 2025 6:55 AM