Thank you for the response, but I don't think it quite applies. I started Medicare late in 2022 and Fidelity, the company responsible for holding the HSA had to return 6 months of my previous contributions. Those funds were returned in 2023. Fidelity told me it had no effect on my 2022 taxes, and when I did my 2023 taxes I would report the contributions, which they would report to me in my 2023 1099-SA as 2023 income and I would pay tax on that money in my 2023 taxes. Because I started Medicare in 2022 there is no code W amount on my 2023 W-2 as my employer made no contribution. And when I remove the 1099-SA from my 2023 turbo tax, it still shows exactly the same amount of taxes due. And when I look at the form 8889 which TurboTax generates in line 14b it shows this as a distribution which I rolled over to another HSA, which I did not. I am on the verge of giving up on TurboTax and hiring a professional. I will apply for an extension to buy time. So my 1099-SA Gross Distribution was not taxed in 2022 and needs to be taxed in 2023, which TurboTax is not doing. Even though 1099-SA box 3 has distribution code 2 (excess contributions), it was not taxed in 2022, and needs to be taxed in 2023, which you indicate TurboTax will not do. Any further thoughts?
Thanks
