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Get your taxes done using TurboTax
You will enter the 2022 Form 1099-SA on your 2022 tax return. TurboTax will know to only report the earnings in box 2 because of the distribution code 2. The earnings have to be included on your 2022 tax return since it was returned in 2022 but the return of the excess contribution amount was correctly included on your 2021 return.
Please see Where do I enter my 1099-SA? for additional information.
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March 13, 2023
7:39 AM