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Deductions & credits
Hi!
Similar situation here, but due to the stock market not doing so well in 2022, I actually calculated loss on my excess contribution amount.
Do I report negative $# on 2023 tax return? I know I will get 1099-SA and will just input the number that is written on there but wanted to see if that's possible.
Very similar situation as OP. My original custodian refuses to calculate the earning portion (their CS was really bad from the beginning) and my new custodian asked for the earning amount before it was transferred to them.
March 31, 2023
12:24 PM