asked

I have an HSA through HealthEquity Corporate that was set up for medical expenses for my wife and I when I retired last June. My employer deposited $7,900 into this account last spring, as I was told that was the pre-tax max that could be deposited. As of Dec. 31, 2018, our balance after paying some medical expenses was $7,286.28. When working on my taxes through Turbo Tax, this notice came up: 'It looks like Timothy has an excess contribution of $7,900. This amount is being taxed an extra 6%. But, anything withdrawn between January 1 and April 15, 2019 avoids this additional tax.' Why am I getting this message from Turbo Tax, and how do I handle this situation?

July 23rd, 2024

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