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April 4, 2025
Question

Form 5498-SA Box 3

  • April 4, 2025
  • 1 reply
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Box 3 has a $ amount of HSA contributions made in 2025 for 2024. Do I record that somewhere? I am 62 years old, and Box 2 says Total Contributions made in 2024 are $8575

    1 reply

    KrisD15
    April 4, 2025

    The contribution limit for tax year 2024 is 8,300 for family coverage.

    If 8,575 were made, there would be a 275 excess contribution. 

    Is 275 the number in Box 3? 

    Did you make any contributions in 2025 for 2024? 

     

    Are all your contributions done through payroll and listed on your W-2? 

     

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