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

  1. Withdraw the remaining funds from old HSA ~$25
  2. Amend tax return for 2020 once it's available on 3-25
    1. Report the individual $1000 contribution
    2. Claim a partial withdraw of <the amount in step 1>
    3. 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!