Need help with what I need to do
My situation:
1. My wife and I had $2,000 in excess contribution of HSA in 2020 tax return - It was our first time using HSA and we messed up, and we didn't get chance to remove this.
2. It got carried over to 2021 tax return - We submitted request to withdrew in April 2022.
We thought the request won't get process before tax deadline, so we went ahead to file the 2021 tax return.
Later we got excess distribution processed before the tax deadline 04/18,
We got 1099-SA marked for tax year: 2022 with distribution code 2
Questions:
1. If the 1099-SA marked for "tax year: 2022", does that mean we have to apply this for 2022 tax return?
Or we should amend 2021 tax return?
2. Since distribution is pre tax money and we must pay tax (20% penalty) for this distribution.
Where and how do I enter this this in turbo tax?
I tried 2022 tax return and I tried to amend my 2021 tax return, but every time I go through the HSA portion, there is no place to enter this in turbo tax.
3. Any other tips/help how to deal with this?
