Jc1bender
Returning Member

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.