I do not see an option to select "Return of excess employer contribution not included in wages" for the 1099SA. Please assist.

[jadal9799]

My employer contributed more than they should have to my HSA. I noticed this and returned the funds to them. I received a 1099SA for the distribution but I never took any funds out of my HSA in 2024. How can I note this when entering the 1099SA into Turbotax?

[RobertB4444]

To enter the 1099-SA into TurboTax you'll have to go to the HSA section and tell it that you had medical expenses.  At that point you can enter your 1099-SA form.

The 1099-SA has a code on it in box 3.  Box 3 of should be code 2 which means 'excess contributions'.  If it has any other code you should contact the bank and request that they correct it.

@jadal9799