jbradford65
Returning Member

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!