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Get your taxes done using TurboTax
That did it, just modified the HSA section of amounts contributed and excess removed until all worked out, Since this is a joint returm we went thru the sections a couple of times trying different allocations of whom to attribute the excess to, until finding the optimum (least additional tax due). Figured out we need to remove from my account, and add to spouse's account to get the most favorable tax treatment. Would have been VERY slow/difficult to figure this out using paper forms. Thank you Turbo Tax!
‎April 11, 2023
5:12 PM