I filed for Social Security retirement in February 2026. Although I stopped contributing to my HSA in October of 2025, my employer continued contributions until the end of 2025. Also, I found out during the SS application process that I should have stopped HSA contributions beginning June 1, 2025 due to the Medicare lookback period. I have since withdrawn all excess contributions but am confused about when and how to report the excess. Do I report the excess on my 2025 tax return or next year on my 2026 return? And, if it goes on this year's return, should I expect an updated 1099 to use as a guide? If I won't get a new 1099, how and where do I report it in TurboTax Deluxe?
