My wife and I made a simple HSA over contribution mistake in 2021 (we misunderstood how the limit works when we had one family-covering HSA and one individual - turns out the limit was still the family maximum, not a combination of family and individual).
We realized this early and already withdrew the excess from hers towards the end of last year. We did this as a quick and easy calculation that we were $1791 over contributed, and then used Fidelity's excess form to withdraw this. But I figured it wouldn't hurt to round up to $1800 and that's what we actually withdrew (and have a 1099-SA from Fidelity now that shows this).
So.. simple $1791 excess, simple $1800 withdrawal done in plenty of time inside the same 2021 year.
The concern/question I have though is that Turbo Tax is insisting that the excess withdrawal must be $1791. I can't seem to tell it that we actually withdrew $1800.
Does anyone know how I can handle this or what I'm supposed to do? Or does it even matter? Thank you!
