@hkg5
Got it. So for on my 2023 tax return, I'll include the excess contribution as income. For my 2024 tax return, I'll include the earnings from the excess contribution as income based on the 2024 Form 1099-SA.
No. The interest is 2023 income, even though it will be paid to you in 2024, and it gets reported on your 2023 tax return.
Also note, that if you enter the withdrawal of excess contributions correctly, it will be automatically added to your 2023 income by Turbotax, you do not manually enter it a second time.
