1. Were the HSA contributions through your employer, that is, were they reflected on your W-2 with a code of W in box 12?
2. Were the original contributions made in tax year 2023, therefore reported on your 2023 tax return? Or were they made in the course of two or more tax years?
3. Did you carryover some or all of the excess from tax year 2023 to tax year 2024?
4. Did you have a form 5329 on your 2023 return? What numbers were in Part VII?
5. If the answer to #1 was "yes", then was the $14,000 added to line 8f of Schedule 1 (1040) on your 2023 return?
6. On the 1099-SA, what was the distribution code?
7. Why do you say that "We will be paying taxes on the $8750 amount twice, once for 2023 and once for 2024."
I am sorry, but I will need a lot more detail to understand what you did and what happened.
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