RobertB4444
Expert Alumni

Get your taxes done using TurboTax

To enter the 1099-SA into TurboTax you'll have to go to the HSA section and tell it that you had medical expenses.  At that point you can enter your 1099-SA form.

 

The 1099-SA has a code on it in box 3.  Box 3 of should be code 2 which means 'excess contributions'.  If it has any other code you should contact the bank and request that they correct it.

 

@jadal9799 

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