I don't know why the HSA custodian asked for a date range either. But that's how it went when requesting the 2022 and 2023 withdrawals. I think maybe that's how they figured out the earnings. Anyway, I had to provide them the date range for when contributions were made, the ones I wanted returned.
As part of the 2022 excess contribution withdrawal, the HSA custodian gave me the option to have it moved/applied to the 2023 contribution year, which I did. I filed an amended 2022 return and paid taxes. I got a 1099-SA for this withdrawal and the earnings show up in other income. I entered this in TurboTax as contributions personally made not through your employer.
I also made HSA contributions through my employer for 2023, but this was before I realized I wasn't eligible in 2022. When I did realize, I did the return/apply of 2022 to 2023, which put me almost to the max for 2023.
When I do the HSA interview in TurboTax, it says I have an excess of $1700 and that I can remove it before the filing deadline. When I say I will, it doesn't give me the option to specify which set of contributions to take it out of, the 2023 employer contributions or the 2022 excess retuned/applied to 2023 (personal contribution). Looking at what TurboTax shows, it's taking the excess out of personal contributions. Unfortunately, I have already done a return of excess contributions from my 2023 employer contributions + earnings (where I had to specify a date range). I don't know how to specify that these are the excess contributions I removed and how to get it to show up in other income. Or maybe it doesn't matter?
