I retired on January 31, 2023 assuming the Medicare 6-month setback would be from my first day of retirement. I contributed to my HSA from January through May 2022. Unfortunately, the government back-dated my Medicare Part A six months from my application date. This puts my Part A start date at April 1, 2022.
That means I was not eligible to contributed in both of these months. This also puts me $25 over my prorated yearly limit.
I processed an excess contribution withdrawal with my HSA ($600). This won't show up in the 1099 until 2024.
Turbotax accounts for the $25 as 2022 income. I'm looking for a way to add the additional $575.
There's no place to address this withdrawal in the software questions. Seems inconsistent with the need to include this $600 as income in 2022.
