2892041
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

Excess HSA contributions tax treatment

report the withdrawal when doing 2023. You should get a 1099-SA in 2024. it's the trustee's/custodian's job to determine if any earnings need to be withdrawn and report it on the 1099 to be taxed in 2024. so if the form shows none there's nothing to report. 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question