mickey
Level 4
12-07-2019
09:54 AM
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If a client over contributed to their HSA for a prior year and it was discovered recently (i.e. while trying to file the 2018 tax returns), can they have the trustee withdraw the excess now and adjust it on form 8889 for 2018? Or do they have to wait for the 2019 tax filing to rectify it?
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