Hi dmertz,
that is why I am confused - I input the 1099-SA code 1 information, just as in years past. When I indicated that I was 65 and had Medicare, it asked about "last year's" excess contribution and instructed me to check my 2024 return for the amount. That doesn't make any sense. The excess contribution was made in 2025, but there is no where to provide that information. Why is it asking for 2024 information? No errors were made in 2024.
Can you tell me where in the HSA section it will allow me to enter the excess/returned fund amount?
Thank you.
