@Dasstc wrote:
@Opus 17 Turns out I actually did withdraw the excess from my HSA in 2021 and got a 1099-SA. Since I haven't filed my taxes yet, I checked the box on the 1099-SA that the distribution was NOT used to pay medical expenses. A large penalty was added to my bottom line taxes. More importantly, Turbo Tax took the amount out of my 2021 carry over worksheet! So your answer is the solution! Many thanks.
Good. Make sure you aren't paying too much penalty, if you used some of the withdrawal for qualified expenses, there should be a way to indicate how much was qualified and how much was not qualified.
Cheers.
