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Deductions & credits
I have the same problem. I didn't realize applying for SS at 70 would enroll me in part A. I turned 70 in APril 2022, applied in May, and got accepted in mid July then got a Medicare card. Arghh. I made an excess HSA contribution withdrawal but don't know what kind of paperwork I will get. What should I get and what should I do with it? The excess was $900. I would like to file amended 2021, pay tax and penalty and get it over with. Unfortunately, due to a form TurboTax refuses to support, I had to file on paper. I filed by mail on 3/28/2022 and it has not been processed yet. They are saying 6 months.
What form should I demand from the HSABank and how should I enter it? Amended 2021 or in 2022?
Thank you in advance.
‎July 26, 2022
3:02 PM