Thanks for all of the suggestions. I think that I understand what you are suggesting as the alternative which implies that we had medical expense distributions in 2019. This really does not make sense to me as the IRS Form 1099-SA has a box number 3 called "Distribution code" which is defines codes to identify the distribution that was received from the HSA custodian where a value of "1" means that it was a Normal Distribution and a value of "2" means an Excess Distribution. In 2018 we received multiple 1099-SA forms, with different values in Box 3. The 1099-SA that had value of "2" in Box 3 was equal to the amount that we withdrew as excess contributions. Isn't the purpose of the 1099-SA to provide the amount the HSA Custodian reported to the IRS as distributions to include the excess contributions that we withdrew?
So what I don't understand is that we completed our tax return for 2018 using these 1099-SA forms and were never asked by Turbo Tax any of the questions that you state we should have been asked. Why?
Why would we need to claim that legal medical expenses were not medical expenses to remove the excess contributions?
Lastly, still want to know how we can remove the excess contributions in our 2019 tax return?
