So 2 issues (one potentially a software bug with turbotax)...
first the background. In 2022 I had $325 excess HSA because I changed jobs and was not in a HDP for nov-dec that year. When I filed my taxes last year, I must have missed that and failed to do the withdrawal of excess. My bad, moving on...
Using turbotax/desktop right now for 2023 taxes, it recognizes that $325 excess from last year and throws it onto form 8889. Fine, I pay a 6% excess tax on that I guess... Here is my problem and question:
1. TurboTax error checking keeps bringing me back to form 8889 and the checkbox if I inherited this HSA from a deceased person. I leave it unchecked because I didnt. But I can't get past this error! (This is what I think might be a bug in the software). Note that the rest of the form shows that $325 as 2023 contributions(I am not in a HDP for 2023). Not sure what to do with that or how to report this to Intuit?
2. My other question is, can I still do the withdrawal of excess now? or is it too late(well after april 2023)? What are my options here?
