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Deductions & credits
That does not seem to work. I received 2 1099-SA forms on the same HSA account. The one that was for a medical expense asks the question Did you spend all the money you took out on medical expenses? But the other, with a distribution code of "2" does not ask the question. Code 2 is Excess contributions. Late in 2022 I started medicare and my contributions for the previous 6 months were refunded to me in 2023 with a code of 2. The HSA company said I would simply be taxed on it as income in 2023. But Turbo Tax does not ask the question if it was used for medical expenses, I suspect because of the distribution code 2. I seem stuck. Thank you for your help, much appreciated.
March 31, 2024
5:19 PM