1dragonlady1
Level 2
Member profile
- Replies
- Posts
-
Thanks again for the quick response.Yes, I created the "ghost" 1099-R for the Excess ROTH contribution removal when I e-filed the original tax return in March 2...
-
Thank you for the quick response.I did remove the $777 excess HSA contribution + 19 cents earning from Health Equity in May 2025.I filed Amended tax return (by ...
-
I entered the 1099-SA for the $777.19 distribution (Excess HSA contribution removal) onto Turbo Tax with Distribution code 2.The next screen says "Tell us if yo...
-
I checked the box, typed in the explanation, printed the 1040X along with all paperwork associated with the amended tax return and mailed them to the IRS with a...
-
I somehow got the $777 excess HSA contribution that was removed to show on Schedule 1 and the number flows into 1040X, thus increasing my taxable income by $777...
Activity Feed for 1dragonlady1
- Cheered Re: Excess ROTH & Excess HSA contribution 2024 for BillM223. 6 hours ago
- Cheered Re: Excess ROTH & Excess HSA contribution 2024 for BillM223. 6 hours ago
- Posted Re: Excess ROTH & Excess HSA contribution 2024 on Get your taxes done using TurboTax. 7 hours ago
- Posted Re: Excess ROTH & Excess HSA contribution 2024 on Get your taxes done using TurboTax. 8 hours ago
- Posted Re: Excess ROTH & Excess HSA contribution 2024 on Get your taxes done using TurboTax. 16 hours ago
- Cheered Re: Excess ROTH & Excess HSA contribution 2024 for AmyC. Monday
- Posted Excess ROTH & Excess HSA contribution 2024 on Get your taxes done using TurboTax. Monday
- Posted Re: Excess HSA contribution due to Medicare lookback trap on Get your taxes done using TurboTax. June 17, 2025 4:17 PM
- Cheered Re: Excess HSA contribution due to Medicare lookback trap for JotikaT2. June 17, 2025 4:10 PM
- Posted Re: Excess HSA contribution due to Medicare lookback trap on Get your taxes done using TurboTax. June 9, 2025 4:44 PM
- Posted Re: Excess HSA contribution due to Medicare lookback trap on Get your taxes done using TurboTax. June 9, 2025 7:58 AM
- Posted Re: Excess HSA contribution due to Medicare lookback trap on Get your taxes done using TurboTax. June 5, 2025 10:55 AM
- Posted Re: Excess HSA contribution due to Medicare lookback trap on Get your taxes done using TurboTax. May 22, 2025 6:10 PM
- Posted Re: Excess HSA contribution due to Medicare lookback trap on Get your taxes done using TurboTax. May 22, 2025 12:57 PM
- Posted Re: Excess HSA contribution due to Medicare lookback trap on Get your taxes done using TurboTax. May 22, 2025 12:00 PM
- Posted Re: Excess HSA contribution due to Medicare lookback trap on Get your taxes done using TurboTax. May 21, 2025 10:26 AM
- Posted Excess HSA contribution due to Medicare lookback trap on Get your taxes done using TurboTax. May 20, 2025 8:09 PM