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HSA Excess Contribution
Hi,
My wife and I each have an HSA. We combined to contribute $8,300 (I am over 55). My HSA has the family coverage. Because I changed jobs, I have 2 months that I wasn't covered, so I overcontributed by $1,367. I can't do the Last Month Rule because I don't have an HDHP in 2023.
We have requested a refund from my wife's HSA for the $1,367. How do I alter my entries in Turbo Tax to correctly show this?
thanks!
March 9, 2023
11:24 AM