Question
HSA EXCESS not withdrawing
Husband has family plan wife has single only plan so they over contributed $4275.00 They want to keep it in there and not withdraw. the program is calculating the 6% penalty but I am not seeing the $4275 as other income. for the excess. it is generating the 5329 with a 257 penalty. Do I have to manually enter other income the 4275 to get it included?
I found the box got it corrected.
thx
Michele
