About BillM223

Employee Tax Expert

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Enrolled Agent. 5 years writing corporate (1120) tax software. 3 years 1040 tax preparation. Tenth year here at TurboTax on Community/AXC. Specialize in HSA and other health programs, and the Child and Dependent Care credit and/or exclusion

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Re: HSA/Medicare Excise Tax

Q1 - yes Q2 - good Q3 - OK Q4 - OK Q5 - correct Q6 - "For HDHP Type, I said "Family"" Where did you say this? When you see "What type of HDHP coverage did [name...

BillM223

2

Updated Feb 03, 2026
Re: Turbo Tax is not allowing me to use previously held HSA money fo...

Normally, if you had an HSA with money from a prior year, in the current year, even though you do not have HDHP coverage, you still tell TurboTax that you had a...

BillM223

Updated Feb 02, 2026
Re: TT Deluxe Desktop 2025 Wages & Income, Less Common Income 1099-S...

The number (2025 amount) you are referring to is the amount of the HSA distributions reported on your 1099-SA form (s). Assuming that all of these distributions...

BillM223

1

Updated Feb 03, 2026
Re: I overpaid on my SS taxes by $3100. Shouldn't it automatically b...

Did more than one employer combine to withhold this excess? The IRS' instructions for the 1040 and schedules is not ready yet, but going by the 2024 1040 instru...

BillM223

Updated Feb 02, 2026
Re: Why am I getting make sure you are putting in your correct name?

We in the Community cannot see your private tax data. Can you give us some more context for your question? For example, where is TurboTax making this comment? ...

BillM223

Updated Jan 30, 2026

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Date Registered	‎January 7, 2020 8:32 AM
Date Last Visited	Friday
Total Messages Posted	12,124
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Re: HSA/Medicare Excise Tax

Re: Turbo Tax is not allowing me to use previously held HSA money fo...

Re: TT Deluxe Desktop 2025 Wages & Income, Less Common Income 1099-S...

Re: I overpaid on my SS taxes by $3100. Shouldn't it automatically b...

Re: Why am I getting make sure you are putting in your correct name?

Do you have a TurboTax Online account?

Re: HSA/Medicare Excise Tax

Re: Turbo Tax is not allowing me to use previously held HSA money fo...

Re: TT Deluxe Desktop 2025 Wages & Income, Less Common Income 1099-S...

Re: I overpaid on my SS taxes by $3100. Shouldn't it automatically b...

Re: Why am I getting make sure you are putting in your correct name?