How do I know if I was taxed for excess HSA contributions in 2024?
Check your 2024 tax return. If you filed a Form 5329 with an amount on Line 49, you were taxed for excess HSA contributions by the IRS in 2024.
If you filed a joint tax return, each spouse files their own Form 5329. Make sure to answer this question based on which spouse was taxed. The Form 5329 should list who was subject to the tax at the top of the form.
If you filed a joint tax return, each spouse files their own Form 5329. Make sure to answer this question based on which spouse was taxed. The Form 5329 should list who was subject to the tax at the top of the form.
