Thanks again for the response.....in my case I contacted the custodian in 2023 and had the funds withdrawn in November of 2023 (these funds were all pre-tax dol...
Thank you for the further insight......although I was confused by your last comment: "However, please note that a 1099-SA that you receive in 2023 will be enter...
Thank you again for the reply......just so I understand: Although my 1099-SA for tax year 2023 shows the total amounts for CYs 2022 and 2023, then Schedule 1 (l...
Thank you for the reply......to further clarify....."Schedule 1 line f" from TurboTax after going thru the step-by-step only shows the contribution for calendar...
Thank you for the reply......so if the income is taxable in 2023, when I use Turbo Tax, it sends me a message indicating that the amount of excess contributions...