In 2016, I had contributed more to my HSA then I was allowed. In 2017, when I was filing for 2016, I realized my error and made the necessary removal of the excess contributions along with any interest those contributions made. This correction occurred prior to filing my 2016 taxes.
This year 2018 (tax year 2017) I received two 1099-SA forms. The first 1099-SA form had a distribution code of 1 (Normal Distribution) and the second 1099-SA had a distribution code of 2 (Excess contributions). I did not know quite how to deal with this in Turbotax, so I ended up making two submission for the same account.
I have two questions:
1) Did I do it correctly by making two submissions for the same account?
2) How do I answer the question “Did you overfund your HSA is 2016”? I did, as explained above, but I corrected this mistake prior to filing in 2016. I also did not receive a Form 5329 for 2016. Am I correct in answering this question as “No, I did not overfund my HSA in 2016”?
