Robert87
Returning Member

Get your taxes done using TurboTax

As we discussed earlier the 2018 Turbo Tax Deluxe version never asks me "if it was all for qualified medical expenses", so I never am able to answer "No".  I believe it is because, as mentioned earlier, the 1099-SA has has a "2" in Box 3 meaning it was for excess contributions not a "1" in Box 3 meaning normal distribution.  If the Box 3 has a "1" for normal distribution then Turbo Tax asks "if it was all for qualified medical expenses".  So given this information how do I amend the 2018 tax return to remove the 2016 excess contributions?