BillM223
Expert Alumni

Get your taxes done using TurboTax

"should I just select "Self"" - yes

 

"leave the disposition of the $76 excess HSA contribution as "No - I will not request the withdrawal of the Excess HSA contribution" (because turbotax won't let me pick a withdrawal option) " -- yes, but don't blame TurboTax, it's the IRS' rules.

 

"then go ahead and make the withdrawal but not spend it on a qualified purchase?" - yep, go buy roses for your mother...

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