MarilynG1
Expert Alumni

Get your taxes done using TurboTax

Type '1099-SA' in the Search area, then click on 'Jump to 1099-sa' to get to this section.

 

Enter the info from the 1099-SA, Continue, and choose Distribution Code 2 for Excess Contributions.

 

Say NO the amount was not deducted from your wages.

 

Continue and enter the amount on your 1099-SA as a Contribution you made.

 

Indicate you were covered by a HDHP Health Plan.

 

Say NO you did not overfund your HSA in 2021.

 

The income will not be taxable and will be shown on Form 8889 as a Contribution/Rollover.

 

You may not receive any other form for the Contribution.

 

 

 

 

 

 

 

 

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"