lb93
Level 2

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.