Get your taxes done using TurboTax

Thanks, RaifH.

I followed your instruction but what I got is a little different in TurboTax Premier.

After I enter my HSA information with 1099-SA information (step 2 of your instruction), I do not get the question: "Did you use your HSA to pay for anything in 2021?" - instead I am asked: "Excess contribution deducted from your wages?". Regardless of my answer yes/no, it will end the interview - and I think the answer should be no because it is a benefit contributed by my employer and no deducted from my wages.

 

I think you are right about TurboTax default to the last month rule. I know I won't be eligible because I switched to PPO health plan since Jan 2022 - that's the reason I withdrew the excess contribution from my employer in 2021.

Do you know any way to report the $800 withdrawal as taxable in TurboTax?