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Author: katiewa Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121592  
Subject: excess contributions Date: 2/20/2012 12:19 PM
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My husband changed jobs in October, 2011. Due to that and an unresponsive 401K system (have to put in requests for changes about 3 week in advance and I miscalculated), we had excess contributions to an HSA ($127.50) and a 401K ($567.32) for 2011.

I started really early on taxes because we are filing financial aid forms for college, so I confirmed these in mid-January and filed the appropriate paperwork with the HSA and 401K entities. However, I have received nothing yet, and probably won't until the last possible moment. In the mean time, several schools want our 2011 tax returns, preferrably by March 1.

Should I go ahead and file what we have and then file an amended return once we get the excess contributions? Won't that raise a red flag with the IRS since the W-2's clearly show that there were excess contributions? Is there something else I'm missing?

Thanks for the help.

Kathleen
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