trennikat
New Member

Retirement tax questions

I didn't take money out of the HSA they said I have an excess amount and need to withdraw it. I was told my HSA money was only my card and I only use that for medical purposes. However, I did withdraw my IRA but I ask them to subtract the taxes, fees, and penalty before hand. The 8889 is asking what months I was covered and who was covered and I was able to fill that in simply because I know what months I was covered. However, there are other portions on the form that I am not sure where to retrieve the information. The 1099-SA was received in the mail and I input the information, but it is still saying that there is something incorrect.