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Get your taxes done using TurboTax
" we asked HSA to withdrawal and roll over the excess contribution to year 2021" - I don't understand what you mean. Did you ask the HSA custodian to withdraw the excess (in which case, they would have sent you a check for the amount0, or did you allow the excess to carryover to the next year? If the latter case, then you should have reduced your normal 2021 contributions by the amount of the carryover, or you would have another year with excess contributions.
"In Mar 2021, we noticed we over-contributed again for year 2021," Did you really notice that you had excess contributions for 2021 in March of 2021?
"Our W2 does not show our 1980 and 1530 roll over from 2020, so where to type these info? " This should not appear on your W-2; this is a matter between you, the HSA custodian, and the IRS.
Your excess was $2,000 plus $1,550 - the fees charged by the HSA custodian don't reduce the rollover amount (if any).
"Turbotax keeps telling us our excess contribution is $3340 (5940+4600-7200), it does not count in the 1980+1530 from rollover." - $3,340 is your excess for tax year 2021. It does not include the excess for tax year 2020. You can withdraw the excess for 2021 (provided that you do it by the due data of April 18, 2022) but you can't withdraw the 2020 excess any longer.
"We have typed our 2 1099-SA forms, but there is no where to show that the 5000 or 4160 distributions offset our excess contribution" - I have no idea what this means.
"Any contribution you personally made (not through your employer): I thought this is where to type the $1980 and $1530 numbers?" - do NOT enter any amounts here that were part of the code W amount on your W-2! This field is ONLY for amounts that you sent directly to your HSA custodian. Any amounts you contributed by means of payroll deduction are called the "employer contribution" - really, it's OK, it works out better for you. The field you refer to is only for contributions you did NOT make through your employer.
"Any contribution you personally made but withdrawal before Apr 18, 2022: I thought this is where to type the $3000 and $2610 numbers? But this cell some times do not show up for taxplayer 2 (some times do show up...)" TurboTax is trying to understand which part of the excess that you are withdrawing is from direct contributions, not through your employer. But you have TurboTax thoroughly confused at this point which is why you see the input field at some times and not at others.
Please answer my questions above, and then I will show you how to enter everything.
Please put "@ BillM223" (without the space in between) at the bottom of your reply so that I will be notified of your response.
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