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March 7, 2025
Question

Unable to pull up form 5329, always redirects to form 8889 which not what I need

  • March 7, 2025
  • 1 reply
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1 reply

March 7, 2025

Why are you looking for form 5329? Are you responding to the question in the HSA interview in TurboTax about "overfunding" your HSA in the previous year?

 

If you can't find a form 5329 in your previous year, then you have your answer - NO, because you did not carry over an excess contribution from the previous year (which is what this question really intends to ask).

 

If you have some other reason for looking for the 5329, come back and let us know.

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