@Opus 17@dmertz@BillM223Thank you all very much for the help! I really appreciate it.I will change it to a 1 in order to pay the 20% penalty so that it finally ...
@Opus 17@dmertzI just spent an hour on the phone with BOA HSA and they said they cannot change the code from a 2 to a 1. Very frustrating. Do you think I should...
@Opus 17@BillM2231. Why did you have excess contributions in 2022? (Because your HDHP ended in July.)I believe that is why it was overfunded. I had a new job in...
@BillM223Thanks. This makes sense but my 1099-sa has a distribution code of 2 in box 3 which says its an excess distribution. Because of this I believe TurboTax...
