How to enter 1099-SA correctly in TurboTax?

Forum|Forum|3 years ago
February 16, 2023
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I had an excess HSA contribution in year 2021. We withdrew that amount in year 2022. So, we received a 1099-SA form with a distribution code "2". Unfortunately, TurboTax still believes I don't have taxable distributions in the 8889 form. Therefore, I continue to have excess HSA contributions in the 5329 form. What should I do?

DaveF1006

To clarify, did you withdraw the excess 2021 contribution before April 18, 2022. If so, you will need to amend your 2021 tax return that reports this withdrawal.

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YKChenAuthor

Unfortunately, we withdrew the excess 2021 contribution after April 18, 2022, and before Dec 31, 2022. Thanks!

DaveF1006

To clarify again, did you report the 1099 SA in the return? Also did you make any contributions to your HSA account and do you have a family plan or a self-only plan?

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