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How to enter HSA Excess contribution with it's earnings in Turbotax
Hello,
I had excess contribution towards HSA in 2023 and received form 1099-SA.
Here is what i would like to do:
- The gross distribution is 1885.64 (line 1) , with 143.64 (line 2) of earnings.
- I would like to use earnings 143.64 towards medical bill
- If I input 1099-SA as is, Turbotax cosiders 1742 as excess contribution, returned last year. And 143.64 as misc earnings, to be taxed.
- Is there a way to have 143.64 considered towards medical bill from last year and use form 8889. I see the issue with 1099-SA with reason code being 2 (excess contribution)
‎April 10, 2024
7:13 AM