BillM223
Expert Alumni

Get your taxes done using TurboTax

So you are filing Married Joint, right? And both of you are covered by a Self-only HDHP plan (perhaps from two separate jobs)? And your W-2s are each assigned to the right taxpayer (it's easy to miss the button which assigns the W-2)?

 

And in the HSA interview, on the screen "Let's enter [name]'s HSA contributions", you did not enter on the second line any amount that was already in the first line (i.e., on your W-2)? This is a common way to accidentally tell TurboTax that you made excess contributions.

 

What was the amount of the excess contributions, and who made them? The taxpayer with the $3,650 or the other? And how were the contributions made? Through the employer (so on the W-2 in box 12 with a code of W), or directly to the HSA custodian?

 

 

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