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Get your taxes done using TurboTax
Your solution caused me to dig a little deeper. I ended up doing the following:
1. Adjusted 8615 worksheet, line 2b to include the HSA amount(instead of overriding the form 8615)
2. Overrode standard deduction worksheet to add back in HSA withdrawal - line 1 (w2 + 450 + HSA)
This yielded the result I was expecting and also passed the final check within TurboTax. I also ran this by my CPA and he seemed to agree with the result.
Thanks again for all your help.
March 11, 2026
9:46 AM