threecaldwell
Returning Member

How do I claim income from a 2017 excess HSA contribution in 2018 (the year it was withdrawn-prior to 4/15/18) instead of what TurboTax wants to do (claim it in 2017)?

My HSA bank will not send me a corrected 1099-SA until the end of 2018 because the correction (income and interest) wasn't actually refunded until 2018.  Makes sense.  But TurboTax wants to automatically claim the income in 2017.