BillM223
Expert Alumni

Get your taxes done using TurboTax

"I got form 5329,  Part VII line 42 amount is $7900 that TurboTax picked up from 2018 form 5329."

 

This would have appeared on the Carryover Worksheet on your 2019 return, showing the amount of the excess carried over from 2018.

 

By any chance, do you have the CD/download software for 2019? Can you take a look at the Carryover Worksheet for a line reading "Taxpayer's excess HSA contributions as of 12/31" (possibly line 11a, but could change from year to year)? If there an amount here (presumably $7,900)?

 

Assuming that this is not a bug (it's probably not), this is consistent with you doing your 2018 return and having excess contributions, then later, you fixed your 2018 return to make the excess contributions go away. Then, for 2019, you opened the 2018 tax return that had the excess in it (is it possible that you had two tax files in 2018?), as opposed to the one where you had no excess.

 

So, please tell me if you have the CD/download software...

 

At the bottom of your reply, put @ BILLM223 (without the space in between) so I will be notified of your reply.

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