You said that your wife had two different employers in 2023, but did not say if she is still employed by either or both. Distributions of the excess and attribu...
No new or corrected forms will be issued for 2023.When amending, in TurboTax you'll just revisit the HSA section, indicate Medicare coverage for October through...
Section 402(c)(2) of the tax code effectively allocates the employee's excess contributions first to the designated Roth contributions, eliminating the possibil...
You said that you got the Form 1099-R in 2022, which would seem to suggest that the form was a 2021 Form 1099-R that was reportable on your 2021 tax return, but...
Double-taxation is effectively the penalty that you pay for the excess employee contribution whether the excess contribution is made to the traditional account ...