Thank you for the response, Mike. Very much appreciate this.
You are correct, there were earnings on the $200 excess contribution and those were not removed before the 2024 filing deadline. I understand that I will need to work on estimating these, treat those as excess contributions for 2023 and file a form 5329 for the tax year 2023 separately with that amount. My contributions to the HSA in 2024 were well below the limit and the excess earnings would be a small amount, so I do not think this affects my 2024 contributions.
Regarding the $200 that currently show up as normal distribution on the 1099-SA for 2024 (code 1), do you have any guidance on how to treat those in Turbotax?
