Author Topic: Handling 1099-SA with Excess HSA Contributions  (Read 221 times)

fi-me-to-the-moon

  • 5 O'Clock Shadow
  • *
  • Posts: 2
Handling 1099-SA with Excess HSA Contributions
« on: February 02, 2019, 03:18:59 PM »
I over-contributed to my HSA in 2017, but withdrew the excess amount before the deadline in 2018. My 2017 tax return reflects this.

Recently, I received a 1099-SA which shows the amount I withdrew last year and indicates it's from excess contributions (code 2 -- box 3). On my 2018 return, how do I indicate that I've already paid taxes on this? I'm using HR Block's software.

The Q&A below describes my exact scenario (just in different years) and how to handle it in Turbo Tax.
https://ttlc.intuit.com/questions/3847668-1099-sa-i-corrected-excess-contributions-to-hsa-in-2016-how-do-i-report-this-i-have-a-1099-for-normal-distrub-and-for-excess-contriub

neutravlad

  • 5 O'Clock Shadow
  • *
  • Posts: 3
Re: Handling 1099-SA with Excess HSA Contributions
« Reply #1 on: February 04, 2019, 03:48:43 PM »
It is my understanding that you should've received another 1099-SA for the 2017 tax year showing the "excess contribution" distributions. I don't believe the 2018 1099-SA should have any excess contributions (if you haven't made any, of course).
You may want to check with the bank. Please keep us posted.