Hi, Thanks for your reply and I see some of what you said as the behavior by Turbo Tax but not all of it. Here is what I saw on the screen. I have hidden some of the actual amounts but you will get the idea.
TT Question: Did “Cinna13604” have Medicare at any time in 2022? My Answer: Yes
Since the screen copy/paste is not working here - just as you suggested, I filled in "Medicare or None" for "Type of HDHP coverage" for July 2022-Dec 2022 and hit "Calculate Max contribution limit" and it did show me the max amount - which of course was exactly one half of my 2022 contribution - so far so good (let's say my total contribution was 2000 and the max contribution was 1000, so the excess is 1000). But once I hit "Continue" no where did it ask me whether I am going to take that out. Instead it went to the question "Did you overfund your HSA in 2021".
In all of this, still there is no way to report that excess 1000 I need to withdraw; nor to report as an income. Nothing really changed in my total tax I need to pay.
So if you could further guide me thru this, I would be grateful.
