How to Correct Over Contribution to HSA Zenefits?

If you have made an over-contribution to your HSA through Zenefits, don't worry, it can be corrected. Zenefits offers options to fix this error and ensure you are compliant with IRS guidelines. Here are the steps you can take:

1. Identify the Over-Contribution: Review your HSA contributions to determine the excess amount that was deposited.

2. Contact Zenefits: Reach out to Zenefits customer support either via phone or email to inform them about the over-contribution.

3. Request a Refund: Ask Zenefits to process a refund for the excess contribution amount. They will provide you with the necessary forms and instructions to facilitate this process.

4. Amend Your Tax Return: If you have already filed your taxes with the over-contribution, you may need to file an amended return to rectify the error.

If you've accidentally contributed more than you're allowed to your Health Savings Account (HSA) through Zenefits, don't fret! Correcting an over-contribution is possible, and Zenefits has your back. Follow these steps to get back on track:

1. Identify the Over-Contribution: Take a moment to carefully assess your HSA contributions and pinpoint the exact excess amount.

2. Contact Zenefits: Get in touch with Zenefits customer support via their phone line or email, and let them know about your over-contribution.

3. Request a Refund: Politely ask Zenefits to initiate a refund for the excess contribution. They'll guide you through the necessary forms and steps needed.

4. Amend Your Tax Return: In case you've already submitted your tax return with the over-contribution included, you will need to file an amended return to correct the mistake and stay in line with IRS regulations.