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Deductions & credits
The only way to get it to work within HSA seems to be
1) Remove excess distributions from the total and leave just the investment income
2) Change the distribution to "normal" from excess
I think that's the right tax treatment but it won't match the 1099-SA.
https://www.irs.gov/pub/irs-pdf/i8889.pdf
Any suggestions?
March 6, 2024
10:29 PM