Hello,
I have an HSA provided through my employer benefits program. In mid July 2019 my wife and I signed-up for social security benefits (wife primary, me spousal benefits). The social security office advisor offered that we could claim back 6 mos (to Jan 1, 2019) for these social security benefits - which we elected to take. The downside relative to my HSA is that Medicare Part A started along with the Soc Sec benefits on Jan 1st. This in turn meant that all my HSA contributions from Jan - mid July 2019 needed to be " returned". I did a "return of excess contributions" for the total amount of my contributions + employer contributions + earnings on the excess contribution amount. The HSA is still active with contributions made in years prior to 2019.
In Turbotax desktop - how / where do indicate this scenario and essentially add the excess contributions to my taxable income for 2019?
