l141
Level 2

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Excess employer contributions withdrawn - $0 (I feel like the $1700 I'm over and took out should go here)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