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Deductions & credits
It makes sense to need to do an amendment. That was a complete memory problem on my part. It looks like the form to do amendments through TurboTax isn't available until 3-25-21 though.
So to summarize
- Withdraw the remaining funds from old HSA ~$25
- Amend tax return for 2020 once it's available on 3-25
- Report the individual $1000 contribution
- Claim a partial withdraw of <the amount in step 1>
- Input the year ending balance. Would this be on the 1099-SA or a different form from the HSA?
Thanks again for all your help!
March 15, 2021
3:15 PM