Hello TurboTax Community,
Due to a mix-up with the Medicare 6-month lookback period, my spouse over-contributed to his HSA in 2022. We caught the error in time and the HSA custodian refunded the excess contribution on April 11, 2023. We reported this on our 2022 tax return. When my spouse later received the 5498-SA form for 2022, it did not reflect the withdrawal of the excess contribution, even though it was withdrawn before the deadline. Should I request a corrected 5498-SA form from the bank before filing our 2023 tax return? Or is there another way to address this in TurboTax?
Thank you.
