Thanks for hanging in there with me. Your right, Turbo tax didn't say we have excess contributions. It was the 1099SA form we received from the HSA company. We got 2 1099SA's. One was a medical expense $78 and the other was a distribution $1713 for an excess contribution. The one form had code 2 (excess contributions) in box 2 of the form. Don't we have to pay taxes if money was taken out of the HSA and it wasn't for a medical expense?
All of this is because Medicare requires anyone who is going on Medicare has to stop contributions the month before their birthday. Unfortunately we ended up over contributing to meet Medicare rules. So we took it out in April 2024 and was reported on the 1099SA form.
