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Get your taxes done using TurboTax
Okay I went through it again and tried something different. I think I may have figured it out, but can someone cofirm the following is correct?
After having successfully added the 1099-SA, when turbotax asks to "Enter last year's excess contribution" and auto populates it with "form 5329, line 48" from the previous year, you have to change it to 0.
This will remove Form 5329 with the wrong numbers and thereby "allow" you to make a contribution for the current year.
‎April 10, 2025
12:26 PM