About HSAQuestion1

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Solved Re: Excess HSA from 2023 Next steps

Sorry@Opus 17I jumped into this thread and probably made it confusing. I am not OP, I just had a different question that was related.I had $3,850 excess in 2023...

HSAQuestion1

1

Updated Apr 09, 2025
Solved Re: Excess HSA from 2023 Next steps

Hi@Opus 17- I am seeing mixed answers regarding a similar situation for me (or maybe I just misunderstood).I interpreted that the earnings on 2023 excess contri...

HSAQuestion1

3

Updated Apr 09, 2025
Re: How to enter 1099-SA correctly in TurboTax?

Sorry@dmertzone more follow up post:1) You said if I state $248 in medical expenses on my 2024 return, then the earnings on excess would avoid the tax and 20% p...

HSAQuestion1

1

Updated Apr 08, 2025
Re: How to enter 1099-SA correctly in TurboTax?

Unfortunate but understood, thanks for clarifying. I'm glad to just be done with this mess and start fresh with 2025.I had excess in 2024 as well but that was r...

HSAQuestion1

Updated Apr 08, 2025
Re: How to enter 1099-SA correctly in TurboTax?

@BillM223@dmertzWow so am I understanding correctly that the 2023 excess of $3,850 is included in Other Income in both the year of contribution AND distribution...

HSAQuestion1

2

Updated Apr 08, 2025

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Date Registered	‎December 5, 2024 8:48 AM
Date Last Visited	‎April 9, 2025 9:22 AM
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