HSA excess contribution, incorrect filing

[J3000]

I had excess HSA contribution in 2022. I incorrectly filed in 2022 return  with "no I am not going to make this withdrawal" instead of "I will withdraw the full excess contributions by April 18" which was my intention. I did the withdrawal the full amount before the deadline. I just realized this mistake while filing the 2023 TT.  How do I fix this? 2023 TT still thinks I have the excess amount from 2022. Do I need to file a 2022 amendment ? Please help

[dmertz · Accepted solution]

Yes, you must amend your 2022 tax return and remove from 2023 TurboTax the amount indicated as the excess carried in from 2022.

Your amendment for 2022 must include a corrected Form 8889 and a corrected From 5329.  The corrected Form 5329 must show zeros where it originally showed the excess contribution and its penalty.