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Get your taxes done using TurboTax
"TurboTax doesn't seem to provide the ability to report the 2024 1099-SAs as "Prior year Excess Contributions & Earnings, reported on Prior Year (2023) tax filings. "
Please explain to me why you think that TurboTax is unable to handle these 1099-SAs. If the two 1099-SAs were properly coded with distribution code of "2" as you said, then there wouldn't be a problem.
TurboTax is perfectly able to handle one or more 1099-SAs for qualified medical expenses and one or more 1099-SAs for withdrawal of excess contributions.
Please clarify what exactly what you think is not right.
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March 17, 2025
1:54 PM