I did receive a second 1999-SA for my legitimate medical expenses so perhaps TT is subtracting those out to get the excess. I thought the excess was always what i contributed after enrolling in Medicare, but if health expenses that were taken out of my HSA reduce this, that may also be the reason for the $703, not $2153. Also, since I'm signed up for Medicare I think we only get one 1000 bonus (#2 item) even though we both are over 55. I"m away for a few days so I can't verify the 1099-SA expenses, but I'll check when i can.
I think the only thing that would happen is that since i took out 2153 i will pay extra income tax since I'm over 65.
