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Deductions & credits
Very true, I'll file for an extension.
Yes, my 2022 amendment was just to report the HSA excess contribution withdrawal as income. I don't recall exactly what TurboTax asked but on my 2022 amended tax form, I see that $3650 was added to my adjusted gross income and that I paid additional tax on that amount. It also lists $3650 on line 8f of Schedule 1 and on line 9 of Form 8889.
I don't think initially reimported my 2023 tax return from the amended 2022 return. But I just did that or tried to, reentered all the info, and got the same results. I'm using the online version of the software. Maybe I'm not doing it correctly?
I did receive a 1099-SA for the 2022 excess contribution withdrawal which I entered in the HSA interview. That was the $3650 + $50 earnings.
Here are my numbers from the 2023 'Your HSA Summary':
Deduction - $2000
Total distributions - $3,700
Taxable distributions - $0
Taxable earnings on excess contributions - $50
Tax-free employer contributions - $1,850
Excess employer contributions withdrawn - $0 (I feel like the $1700 I'm over and took out should go here)
And TurboTax says I have an HSA excess contribution - $1700