Thank you again for the reply......just so I understand: Although my 1099-SA for tax year 2023 shows the total amounts for CYs 2022 and 2023, then Schedule 1 (line 8f) for the 2023 tax year should only show the portion of the 1099SA that were excess contributions in CY 2023 which corresponds to the value in box 12W of my W2 along with the earnings for both 2022 and 2023 excess contributions. My amended 1040X for 2022 CY will show only the excess contributions for November and December 2022 (since Medicare started in November) and these two months will have a 6% additional tax. Is this the correct understanding (my concern is that the IRS will see the 1099-SA for tax year 2023 and will look for the entire amount in the 2023 tax year)?
