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Distribution of Excess HSA Contribution Form Email, fax, or mail completed forms to: Email: hsaoperations@motivhealth.com Fax: 844.533.1289 Mail: MotivHealth, Attention: HSA Operations PO Box 709718

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How to fill out hsa-return-of-excess-contributions

01

Step 1: Determine the excess contributions in your HSA account for the tax year.

02

Step 2: Complete Form 5329, Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts.

03

Step 3: File the completed Form 5329 along with your tax return for the year in which the excess contributions were made.

04

Step 4: Keep documentation of the excess contributions and the return-of-excess process for your records.

Who needs hsa-return-of-excess-contributions?

01

Individuals who have made excess contributions to their HSA account and need to correct the mistake to avoid tax penalties.

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What is hsa-return-of-excess-contributions?

HSA-return-of-excess-contributions refers to the process of returning any extra contributions made to a Health Savings Account (HSA) in a tax year.

Who is required to file hsa-return-of-excess-contributions?

Individuals who have made excess contributions to their HSA are required to file hsa-return-of-excess-contributions.

How to fill out hsa-return-of-excess-contributions?

To fill out hsa-return-of-excess-contributions, individuals must report the excess contributions made, calculate any earnings on those contributions, and return the excess amount to avoid penalties.

What is the purpose of hsa-return-of-excess-contributions?

The purpose of hsa-return-of-excess-contributions is to correct any excess contributions made to an HSA and ensure compliance with IRS regulations.

What information must be reported on hsa-return-of-excess-contributions?

The hsa-return-of-excess-contributions form must include details of the excess contributions, any earnings on those contributions, and the total amount being returned.

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