About ljsister2024

Level 2

Member profile

Latest badges earned

Replies
Posts

Solved Re: Last Month Rule for HSA, optional?

Thank you! Finally it's clear to me. Wasted lots of time due to ai didn't give the correct answer.

ljsister2024

Updated Mar 16, 2025
Solved Re: Last Month Rule for HSA, optional?

Thank you, but still don't quite get it, it only charges tax of the excess contribution for year 2024, or this charge will continue every year after that?

ljsister2024

2

Updated Mar 16, 2025
Solved Re: Last Month Rule for HSA, optional?

Thank you, but I need to return the excess contribution separately to avoid further penalty every year, right? I think the excess will be charged as income and ...

ljsister2024

4

Updated Mar 16, 2025
Solved Re: 2023 1099R Received for JP (J-Early Distribution from Roth IRA /...

Thanks a lot for your advice.@DanaB27

ljsister2024

Updated Feb 11, 2025
Solved Re: 1099-R contains codes 'PJ'. Any way to avoid filing an amendment...

Thanks a lot for your advice.@DanaB27

ljsister2024

Updated Mar 16, 2024

Membership stats

Public Statistics

Date Registered	‎March 7, 2024 12:52 PM
Date Last Visited	‎May 12, 2025 2:27 PM
Total Messages Posted	13

Quick links

©1997-2024 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.