We had an excess contribution to our HSA of $14,000, which we withdrew in 2 withdrawals in August 2024. One withdrawal of $8750, was reported on our amended 2023 taxes, also filed in August 2024. The remaining $5250 will be reported on our 2024 taxes.
The 1099-SA form for 2024 has the entire $14,000. We will be paying taxes on the $8750 amount twice, once for 2023 and once for 2024.
How do we let the IRS know we have already paid taxes on the 2023 portion? Should we modify the SA-1099 form in TT to reflect only the 2024 portion? That does not seem proper to us.
Note: We have 2 letters from our HSA reflecting the two withdrawals one for 2023 and another for 2024.
I hope I have made myself clear and Thank-you for any replies
