@WST2
@wctustin
Are you two the same person? It is very difficult to answer questions when a user uses two different logins in the same thread.
@wctustin
"but i realized that i can apply the extra 175 taken out to that expense. I have a copy of my premiums for the year, so the documentation is there. I don't think i need to fill out another form" - Yes, if you have a distribution on a 1099-SA which was not for qualified medical expenses, it is good to find some medical expenses and apply them to these expenses.
No, you don't need another form - you just need to document this so that when the auditor asked you what you spent X on, you can hand him/her the sheet of paper.
P.S., there is no reason not to use your HSA to pay LTC premiums, up to your age limit. If, for example, you are in the 22% income brackets and you have $500 in available LTC premiums, then you would pay after tax $390 for the LTC premiums., even if you don't itemize.
@WST2
This is the problem of using Forms mode instead of Step by Step.
You got a 1099-SA for the excess right? Remember when we talked about $175 being used for the LTC premium? On the 1099-SA, just answer that the amount that was for qualified medical expenses included the $175.
I am really sorry, but between two identities, your belief that TurboTax cannot handle your tax situation when it can, and in making entries in Step-by-Step as well as marking up the 8889 in Forms mode, I really have no idea what you are doing. Good luck.
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