Sorry, I really have no idea why this forum is using two different logins, it's either because I log in to my account both from a tablet or a computer, or because I log in to turbotax.com or intuit.com. I'm really not sure. But I will try to make sure I'm logged in with WST2. At least currently I think I am.
If you don't want to help anymore that is fine, sorry about the issues.
I would use the Step-by-step if it worked, and it may, but I'm running into problems. I'll have to try again when I get home.
Here is a hypothetical with some easier numbers:
After 4/12 months, I go on Medicare. So, my contribution limit is 4/12 * 7750 = 2583 + 4/12 * 1000 = 333, for a total of 2916. This seems to be what shows up in TT when I check the eligibility in step by step. But let's say I had my employer take out $5000 because I didn't stop in time. Therefore, I put 2184 too much into my HSA. Also, say we put 5000 into my wife's HSA.
What TT does is say that we put 5000+5000 into the HSAs for the year, but the excess it comes up with is 10000 - (7750 +1000 +333), or 917. But I really have to remove 2184 from my HSA, not 917.
If I have my company take out 2300 (I made a mistake calculating the excess), then that is what is on the 1099-SA form for excess distribution.
I think I can get TT in Step-by-step to work if I say that the excess was credited to my wife's HSA.
But in this case I took out 2300-2184 too much, or 116, and I couldn't find a place to put that using step-by-step.
You said: On the 1099-SA, just answer that the amount that was for qualified medical expenses included the $175 (in my example above, this is 116), but I can't edit the 1099-SA.
Thanks again for any help you can give.
