Question

HSA Contribution overfunding

Forum|Forum|1 year ago
February 19, 2025
1 reply
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I am under a family hdhp plan from my employer. I contributed 4300 to my HSA this year. i left that job in May and everyone in my family moved to my wifes HDHP through her work. She contributed 1050 dollars in the remainder of the year. TT is telling me she has overfunded HSA by 1050 but our family total is under the 8300 family amount. What have I done wrong or why is it saying this?

K

KeshaH

If you'd like, we can look at your return and see exactly what you see to help come to a resolution. The return will be scrubbed and won't include any of your personal details.

If you're using TurboTax Online:

Once you're logged in to your account,

- on the left hand panel, click on Tax Tools and then choose Tools

- on the pop up window, select Share my file with Agent

- you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.

- click okay and you'll get another message with a token

If you're using TurboTax Desktop:

Click on Online in the top menu of TurboTax Desktop for Windows
Select 'Send Tax File to Agent'
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution

Please reply to this message with your token so that we can further assist you. Let us know all the states, if any, are included on the return.