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M
msindc1
Level 5
March 21, 2024
Question

How do I roll forward excess HSA contribution

  • March 21, 2024
  • 1 reply
  • 12 views

Folks:

When taxpayers make excess HSA contributions, they can roll them forward to the next tax year.  But how is that done in Lacerte?

Micah

    This topic has been closed for replies.

    1 reply

    dkh
    dkh
    Level 15
    March 22, 2024

    Are you looking for where to a) enter excess from 2022  or b) how to rollover 2023 to 2024 ?

    a)  Enter on Carryover Worksheet - Excess Contributions

    b)  doesn't  F8889 automatically calculate the excess and carryover if you don't enter a withdrawal of excess amount 

      M
      msindc1Author
      Level 5
      March 22, 2024

      😧

      Client overpaid HSA in 2023 (he changed jobs and both employers made contributions).

      I don't believe that 8889 calculates the excess or the carryover.

      M.

      qbteachmt
      qbteachmt
      Level 15
      March 22, 2024

      Why not remove it before the tax filing? Then there is no penalty; only taxable income.

      And does the employer know not to overpay this year, if they leave it ride, or will that become a cycle of overpayments? Sometimes it's easiest to clean up a mess.

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