"Does it make a difference if you use premium edition of Turbotax online?" - it might. Unfortunately, since the "Premium" product is quite recent, I don't have any tests set up in that product.
However, I am still intrigued by this "doubling" of the excess. I see that you know how to create a redacted screenshot - can you make me another two screenshots, one with the lower excess amount and the other with the doubled amount? Thanks.
As for whose account the excess comes from, normally it would not make any difference. Why? Because of the dynamic way that TurboTax allocates the Family contribution limit. TurboTax starts out with one spouse getting all the limit, then sending a lot to the other spouse. The result is that the excess is generally from a "virtual HSA".
So why the question? So that the two 8889s can be completed.
So we have two choices:
1. We keep trading screenshots until I finally figure out what happened, or
2. You send me a sanitized version of your tax return so I can see exactly why your return is acting the way it is.
A "sanitized" return is one in which all the personally identifiable information is removed by the process and then the return is stored in a data base that we have access to.
To send me this sanitized return, you need to send me a "token", which is a pointer in the database to your sanitized return. If you would like to do that (it would save a lot of back-and-forth), please do the following:
To send us a token, please do the following:
TurboTax Online:
Click Tax Tools in the menu to the left.
Click Tools, and then
Click Share my file with Agent.
A pop-up message will appear. Click OK to send the sanitized diagnostic copy to us.
Provide the token number that is generated onto this thread.
TurboTax Desktop:
Select Online menu if the customer is using Windows. Select “Help” if using a Mac.
Select Send Tax File to Agent.
A pop-up message will appear, and the customer will select, Send. If using Mac "Send Tax File to TurboTax Agent"
Note: Desktop will save a file to your computer unless you uncheck the box.
Another message will appear. Provide the token number that is generated onto this thread.
At the bottom of your reply (with the token) add "@" "BillM223" (without the space in between) so I will be notified.
This will let us see what is happening on your return. Thanks.
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