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4/15 filing deadline for Forms 1040, 1041, and 1120 is now closed. Perfection period in progress! Check out Hot Topics here.
4/15 filing deadline for Forms 1040, 1041, and 1120 is now closed. Perfection period in progress! Check out Hot Topics here.
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- HSA EXCESS not withdrawing
HSA EXCESS not withdrawing
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michele
Level 7
03-05-2026
08:37 PM
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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
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1 Comment 1
Karl
Level 9
03-11-2026
01:26 PM
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Glad you figured it out! Well done!
*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
