Beachfan11
Returning Member

Deductions & credits

I overfunded my 2022 HSA contribution.

My deadline was extended until October 15, 2023 (due to living in a county with a disaster)  and I made  an withdrawal of my excess contributions after 4/15/23 but prior to the official filing deadline.

 

Because it's beyond April 15, 2023, Turbotax won't let me exclude the withdrawn overcontribution.

I can't figure out how to get it to show the correct treatment per the IRS instructions which is

a) excess contributions shown in the tax year (done in 2022 return) and

b) earnings showing as other income in the distribution year

 

Do I just dummy something up to show the earnings as income rather than in the HSA section?