BillM223
Expert Alumni

Deductions & credits

Yes, you will need to amend your 2018 return. Your federal return will have to be printed and mailed. To learn more information on how to amend your return, please see this TurboTax FAQ:  https://ttlc.intuit.com/replies/3288565

 

Note that this will create a new Carryover Worksheet with zeros in it for the excess carryover. When you re-import your 2019 tax return from the 2018 data (as amended), then the excess will not be subtracted from your 2019 HSA contribution limit (probably preventing another excess contribution message).

 

Now your 2019 federal return can be filed cleanly.

 

Note that once you do the amendment in TurboTax for 2018, you can proceed to doing your 2019 federal return. You do not have to wait for the amendment to be accepted by the IRS to file your 2019 federal return.

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