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@BillM223 

 

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.

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