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C
chj63
Level 2
March 28, 2022
Question

Excess contribution issue. 8889 with two HSA's, one a self only plan, one a family plan

  • March 28, 2022
  • 1 reply
  • 10 views

Taxpayers are married filing joint.  Both employers contributed $3550 for self only and $8025 for spouse with family plan.  Spouse is over 55.  Since $10625 is over maximum allowed for family plan amount of $7200, is there any remedy to avoid tax on excess contribution of $3425? 

Please help.  Thank you.  Hwan 

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1 reply

rbynaker
rbynaker
Level 13
March 28, 2022

Corrective distribution by 4/15.  Be sure to read up on it.  Also if they've already spent it, there is a provision that the penalty is based on the lesser of the excess contribution or the balance in the accounts.

    C
    chj63Author
    Level 2
    March 28, 2022

    Thank you for your pointer. I will read up on it and will come back if my solution approach is correct.  

    Meantime, thank you.  Hwan

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