My employer put HSA funds for January 1, 2021 into my HSA account on December 31, 2020. It created an excess contribution for 2020 of $117. I have already worked with the HSA bank to move the excess contribution amount to the 2021 tax year. It's already moved. Yet, they can't release an amended HSA tax document because it wasn't moved until January 2021. (I didn't even know about it before January 2021.) When I enter the excess contribution amount into TT, it gives me an option to select that I will remove the excess contribution amount before April 15, 2021. However, when I check this option (which seems the right option since I've already done so), it gives me an error message stating that "Unfortunately, all of your excess contribution is caused by a prior year excess contribution. It is too late to remove this excess contribution." And then it defaults to selecting the "No I'm not going to make a withdrawal" box. The excess contribution is from 2020, not a prior year. Your instructions tell me it can be moved prior to April 15, 2021 - why will it not allow this option to be selected?
