OK, I still need to know what happened.
In which year (2018 or 2019) did you have this "excess contribution"?
Is there a code W amount on box 12 on your W-2?
Did TurboTax tell you about an excess contribution?
What was the amount of the excess?
Was $1,640 the actual excess contribution or the earnings? I have to say that with interest rates the way they are, it is highly unlikely that the earnings of the excess contributions while they were inside your HSA could be a number anywhere near this large.
When did you contact the HSA custodian to ask to withdraw the excess?
"From the looks of things, this information was pulled from my W-2" - by this, do you mean that the code W amount in box 12 on your W-2 is the $1,640? If this is the case, then the 1099-SA is wrong. Box 2 should have the earnings (like 3% interest or something), not the entire excess that was withdrawn. That amount belongs in box 1.
How did you answer the question "Excess contributions deducted from your wages?" Yes or No?
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
