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How to Amend 2023 Tax Return after withdrawal of HSA excess contribution
We discovered in June of 2024 that I was not eligible to participate in my employer's HSA in year 2023 because I had Medicare Part A. We were told to withdraw the total of HSA contributions made toward 2023 by myself and my employer and the earnings on those contributions. That withdrawal was made in August 2024. We received a letter from Fidelity (that holds my HSA) with all the amounts listed. This Fidelity letter does not have any Form number on it.
We have been advised to file the amended return for year 2023.
How exactly do I do that with Turbo Tax?
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‎September 4, 2024
12:23 PM