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February 4, 2020
Question

My husband has an HSA, but we did not get a 5329 form, so I am unsure how to know what the excess contribution is?

  • February 4, 2020
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1 reply

February 4, 2020

 

 

You might want to revisit the HSA section to check to edit the information if necessary.

In TurboTax online, here are the steps:

 

  • Sign in to your account, select Pick up where I left off
  • At the right upper corner, in the search box, type in "hsa", and Enter 
  • Select Jump to hsa,
  • Follow prompts and enter your total contribution amount
  • On-screen, "Who made the excess HSA contribution?", edit information.  See the image below.
  • Follow prompts