RE: But note: if you had an excess contribution in 2017 but cured it by withdrawing the excess in early 2018, then do NOT report an "overfunding" on your 2018 return.
#1 I overfunded/excess HSA contribution in 2019
#2 I filed the 2019 tax return not realizing #1
#3 Using Turbo Tax “TT” I filed an amended return for 2019 and paid $96 in tax - all before the tax deadline of 7/15/20, including receiving the overfunding refund check
#4 I received a 1099-SA for the Excess HSA funding with a Distribution Code of 2
#5 I entered the above 1099-SA in TT
So even though I received the “excess contribution” 1099-SA …
I should answer “No” to the question: Did you overfund your HSA in 2019 ?
I did “cure it” as in #3 above
I am confused, please help. Thanks,
Tom
