Hi!
I am frustrated beyond words. I have used Turbo Tx Deluxe for the last 10+ years.
In 2017, I made an excess contribution to an HSA account and DID NOT CORRECT IT until 2023. ( I only had a HDHP in 2017.)
In May 2023, this excess HSA contribution from 2017 was distributed to me. I received a 1099-SA for 2023 indicating the ditribution code '2'. I had NO other income in 2023 as i am retired and living off of savings. Turbo Tax (deluxe) says I owe $51 excise tax. That is not right. The distribution should incur a 20% penalty of $171.
I was FORCED to upgrade to your 'deluxe' product because I had an HSA and it did not handle it correctly.
How do I override it?
