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Level 2
March 30, 2022
Solved

Excess HSA contributions

  • March 30, 2022
  • 1 reply
  • 15 views

I can't figure out why I am getting a diagnostic about excess HSA contributions for a family.  The amount contributed was $8,200.   The taxpayer is over 55 so my understanding the max contribution is $7,200 plus $1,000 catch up contribution.  This contribution was made by the employer and is on the Form W-2, code W.

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Best answer by The-Tax-Lady

Do you have the 8889 checked for Family? The amount on the W2 for W should flow to the 8889 so you should not be entering any contribution amounts on the 8889, unless the taxpayer made additional out of pocket contributions.

1 reply

Level 8
March 30, 2022

Do you have the 8889 checked for Family? The amount on the W2 for W should flow to the 8889 so you should not be entering any contribution amounts on the 8889, unless the taxpayer made additional out of pocket contributions.