BillM223
Expert Alumni

Get your taxes done using TurboTax

Ah! So "she" (spouse? daughter?) was not allowed to make HSA contributions because she could be claimed as a dependent (this is true).

 

In the HSA interview, you were told that any contributions were in excess (true) and that you would withdraw them (good).

 

Having said that, in your case, it would be OK to enter Self in the Review question, because (1) TurboTax already knows that she did not have qualifying HDHP coverage (being a dependent) so the calculations are correct, and (2) this will get you past this Review check that it keeping you from e-filing.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"