Hi,
I filed the income tax 2019 and found out that my wife is illegible for HSA when she got covered by medicare. This will make my HSA contribution for 2019 over the limit.
To fix it by using the option to roll over the excess to next year, I tried to file an amend for 2919 to show the HSA contribution excess in turbo tax software. Because the July 15 passes, I have to select not to withdraw the excess and acknowledge for the 6% excise tax. However, at the end I see turbo tax move my excess amount to other income category and the tax increase is much more than 6% excise tax.
What is step that I am missing to tell turbo tax not to move the excess amount to the other income category.
Thanks
-- TD
