In my HSA (which was opened by me, nothing to do with an employer): I contributed on 1-5-2023 and then was told the amount was more than the allowable amount so I received back on 2-6-2023 the amount in excess. I have a 1099-SA showing the amount that I received back.
I am unclear on how to populate the fields in TurboTax Desktop Download Premier.
For example, if the amount originally contributed was $3,233 and the amount that was in excess that I received back was $752 (and this $752 is what is showing on the 1099-SA, box 1, gross distribution)...
On Form 8889, what number should Part I, line 2 be; $3,233 or $2,481? (Part II, lines 14a and 14b show the $752 excess contribution.) Part 1, line 2 flows to Schedule 1, line 13, and then onto 1040 line 10 and they both show $3,233.
It seems to me that the $3,233 figure on the 1040 line 10 is giving me credit for more HSA contributions than I really had as my net contribution was $2,481.
Can anyone advise me on this? Thanks.