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HSA Account Holder Contribution Correction FormAn HSA account holder should complete this form to request the correction of a contribution made by the account holder and applied to the wrong tax year.Fax
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How to fill out hsa excess contribution correction

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How to fill out hsa excess contribution correction

01
Gather your HSA contribution information, including total contributions made for the tax year.
02
Determine the maximum allowable contribution limit based on your HSA eligibility and filing status.
03
Calculate the excess contributions by subtracting the maximum limit from total contributions.
04
Complete IRS Form 5329 to report the excess contributions.
05
If necessary, withdraw the excess contributions and any earnings before the tax filing deadline.
06
Submit Form 5329 with your tax return, indicating the excess contribution amounts.

Who needs hsa excess contribution correction?

01
Individuals who contributed more to their Health Savings Accounts (HSAs) than the allowed contribution limit.
02
Taxpayers who need to correct their HSA contributions to avoid penalties when filing their taxes.
03
Anyone who received a notification from their financial institution or the IRS regarding excess contributions.
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HSA excess contribution correction refers to the process of addressing contributions to a Health Savings Account (HSA) that exceed the annual limit set by the IRS. This often involves withdrawing the excess amount along with any earnings generated from those contributions.
Individuals who have contributed more to their HSA than the allowed annual limit must file for HSA excess contribution correction.
To fill out the HSA excess contribution correction, individuals should complete IRS Form 8889 and indicate the excess contributions, the amount being withdrawn, and any earnings. This information is then reported on the tax return.
The purpose of HSA excess contribution correction is to rectify any over-contributions to the HSA, ensuring compliance with IRS regulations to avoid penalties.
Information required includes the amount of excess contributions, the earnings on those excess contributions, and the steps taken to withdraw the excess funds.
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