If you withdrew the 2023 excess in the period Jan to April 2024, then you are supposed to get a 1099-SA with a distribution code of "2" in early 2025 to file with your 2024 return.
The reason why this happens is that this 1099-SA has earnings on the interest on the excess from 2023 and 2024 so it makes sense that it can't be reported until your 2024 return, which you are doing now.
Despite the fact that the excess that was withdrawn appears in box 1 of the 1099-SA, if the distribution code is "2", the box 1 amount is not added to income on your 2024 return, only the earnings in box 2 are added to your 2024 return.
So if the distribution code is "2", the excess will not be added to income on your 2024 return. If it is, then something else is happening, so come back and tell us.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
