Thank you for the numbers.
Is it possible that you made personal contributions to your HSA in addition to your employer contributions?
Line 16 should be 0 (this number represent distributions that were not withdrawn in time). The excess amount that was contributed through your W-2 will be automatically added back to line 8f (Schedule 1, 1040), without going through line 16. But making direct contributions will spoil this arithmetic.
So it does not worry me that line 16 is zero; what worries me is that you say that you made employer contributions (code W in box 12 of your W-2), with a reported excess of $1,713; you withdrew $1,713 before the due date of the return, but the $1,713 is not added back to income on line 8f on Schedule 1 (1040). I don't understand that.
As you can imagine, I had created a test, and I can't get to do what you say you see. I have to assume that our inputs are different in some way.
Would you send us a "sanitized" version of your return? "Sanitized" means that all personably identifiable data is removed so that we have no idea who you are (really, we don't).
You do not have to sanitize the return, because the process of creating a token (an entry into our data base that points to your sanitized return) invokes a process which removes all personally identifiable data.
To give us a token, please do the following:
Online
- Log into your TurboTax Online tax return
- On the left, click on Tax Tools
- Under Tax Tools, click on Tools
- In Tools Center, click on Share my File with Agent
- TurboTax will give you a “token”, a 7-digit number
- Post the token number in this thread
- Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified
Desktop (Windows)
- Open your return in the desktop product
- Look along the top and click on Online
- Click on Send Tax File to Agent
- TurboTax will give you a “token”, a 7-digit number
- Post the token number in this thread
- Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified
Desktop (Mac)
- Open your return in the desktop product
- Look along the top and click on Help
- Click on Send Tax File to Agent
- TurboTax will give you a “token”, a 7-digit number
- Post the token number in this thread
- Be sure to add to that post “@” “billm223” (without the space in between) so that I will be notified
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