Contributions in excess of the IRS limit are subject to tax penalties. The combination of employee, employer and third party contributions may not exceed the annual IRS limits. If you are required to prorate your contribution limit, the prorated contribution will apply. In order to avoid the tax penalties, the IRS allows you to remove any excess funds and any earnings prior to the tax filing deadline, typically April 15. Ordinary taxes would be applied.
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Benefit Resource and BRI are tradenames of Benefit Resource, LLC. Benefit Resource, LLC is an affiliate of Inspira Financial Health, Inc. and Inspira Financial Trust, LLC. Benefit Resource, LLC does not provide legal, tax or financial advice. Please contact a professional for advice on eligibility, tax treatment and other restrictions. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.
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