ok, W2 for hubby says W-$2440.00 W2 for me says W-$5853.90 total=$8293.90
I entered these in the W2 portion under the W option.
My 1099-SA says distribution $6742.53 and my husband says $3246.56 total $9989.09
In the question for the HSA interview it says
Hubby: Inheret HSA (NO)
"lets enter HSA contributions. It automatically has the 2024 employer and payroll contributions amount $2440 (this is not something I can change) and below it says "box 12 of your W2"
a box below says Excess HSA contributions carry over from 2023 still in HSA....I put $0 because we didnt' ahve excess in 2023
Any contributions you personally made $0. Did employer tell you about other contributions (NO) Did he has medicare (NO), covered by HDHP in 2024 YES what type? I was covered by a family plan every month of the year.
Now lets work on mine.
All same info except on my it shows a different amount that was entered in the W-2
Then the last questions says "who made the excess HSA contribution You contributed $7716 more to your HSA's than you were allowed. From this amount you must allocate $4880 of excess contribution between you. Who should we treat as having the excess contributuion of $4880?
We didn't exceed so I am not sure what to do. Looking at 4880, that looks like $2440 twice....but that still doesn't make sense.
WHen i am at the part taht says Excess HSA contributions carryover from 2023 still in HSA it wants to auto fill for me $5282 but I deleted that and put $0.00 I even tried to let it auto fill and see what happens and it still says we are over $7716
