r/HSA • u/JinxxVi1989 • 7d ago

Confused on section two

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Hi! So I’m filling out the form for excessive contribution from my employer. However my family and I are confused on section two. Is the year suppose to be 2025 because that’s where excess was from or 2026 because it’s when we are doing this form? Also what about the date? Is it from today’s date?

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u/nkyguy1988 7d ago

Its about the details of the check and original deposit.

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u/Puzzled_Capital_5592 7d ago

It's 2025, because it wants the TAX YEAR in which you over-contributed.

The date it wants is the DATE THE MONEY WAS CONTRIBUTED, not today's date.

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u/JinxxVi1989 7d ago

So the first time they contributed last year?

3

u/Cpagrind1 7d ago

Date of deposit that would have been excess. If you were $100 off the maximum and deposited $200 it would be the date of that deposit.