HSA Corrections
Learn how to correct an overcontribution, unqualified expense, refund, or rollover.
4 articles
- Fixing a rollover marked as a contributionYour rollover got labeled as a new contribution? Here's how to fix the category.
- Correcting an overcontributionContributed more than your annual limit, or made a deposit you didn't mean to? Here's how to withdraw it.
- Fixing a refund miscounted as a contributionGot refunded for something you paid with your HSA? Here's how to keep it from counting as a new contribution
- Correcting an unqualified expenseSpent HSA funds on something that wasn't qualified? Here's how to fix it.