Thank you for helping with this. We can send over a sanitized copy but I'm thinking this issue might be coming from the answered questions in the HSA questionnaire. You ask if we made any personal contributions? We didn't make any with after tax money. The employer put in $1250 beginning of the year and the rest came from employee payroll deductions. Here's some of the questions in the HSA section I wonder if we answered correctly:
Was your excess HSA contribution made by your employer and deducted from your wages in Box 1 of W-2? --YES
Enter 2024 Payroll and employer contributions (box 12 of W2) $3262 Any contributions you personally made? (not through your employer) -NO, zero (we didn't make any from after tax, all came from pre-tax payroll deductions)
HSA Summary Table: Total Distributions :$1792, Taxable Earnings on Excess Contributions: 0 (zero),
Tax free Employer contributions: $3262. Everything else is zero
Do you think those questions were answered correctly?
