I contributed to HSA all of 2022. In Jan 2023 unexpectedly I had to retire and enrolled in Medicare - which became retroactive July 1, 2022, thus the contributions I made plus the contributions my employer made and any earnings on them from 7/1/2022-12/31/2022 is deemed excess contributions (let's say this is $1000).
I also had actual distributions of $1500 in Medical expenses for 2022. My Form-1099-SA for 2022 only reflects $1500.
I read that I could withdraw $1000 before April 18, 2023 to avoid the penalty (and can just pay the taxes on that $1000). How do I reflect all this in Turbo tax in the questions/interview - because there is no place to reflect the withdrawal of that excess contribution of $1000 (which was NOT reflected in the 1099-SA).
Further, how does this affect my 2023 tax form?
