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bogart5471
June 9, 2021
Question

I had excess HSA contribution in 2019

  • June 9, 2021
  • 1 reply
  • 0 views
The HSA bank mistakenly allowed this overfunding in 2019 and I didn't find out until late 2020. It was less than $300. I believe I owe a penalty or at least taxes on this, but don't know how much or how to report the excess contribution.

1 reply

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bogart5471Author
June 9, 2021

And - I didn't receive a form 5329. Should I fill in the pertinent information on Turbo Tax even though I didn't get this form?

Critter-3
Critter-3
June 10, 2021

You don't get a form 5329 issue to you ... it is populated in the program automatically when you enter in the information in the interview.  

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