@wllmk wrote:
Both 1099SAs were only provided to me last month and both are for the year 2022. The excess contribution was done in Feb 2022 and the medical expense in December 2022. I do not have a 1099SA for 2021 as that was my first year with the HSA and I did not use it for medical expenses.
You should not have a 1099-SA for 2021, that's fine.
Try and review your 2021 return, I'm pretty sure you double-counted the HSA excess contribution.
If you have two separate 1099-SAs for 2022, one for normal medical spending (that should be code 1) and one for the return of excess with code 2, that's also proper. No changes need to be requested. It would be best if the program was smart enough to ignore a 1099-SA with code 2. I don't have time to test that right now, I will ask for assistance. If the program is telling you that the return of excess is taxable money when you enter the 1099-SA with code 2, an acceptable workaround is to leave that 1099 off your return completely, since the money was taxed last year.
@dmertz
@Hal_Al
@rjs
Do you know anything about the 1099-SA for return of excess with code 2? Should Turbotax ignore it or should the taxpayer leave it off their return?
