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Hi Bill M223,

 

Thank you for the instruction. 

 

I have another issue. It is my fault that I wanted to make it simpler so I told you that the employer contribution is $7,200 on my W2. Actually my employer returned $800 to me on the 12/31/2021 pay check, instead of the over contributed $329 (this was the second mistake they made). So the Box 12 code W on my W2 is actually $6,729. In order to let the HSA custodian's record match it, I requested them to return $800 as the return of excess contribution and they mailed me the check of $800. 

 

I put $800 in the box of Employer and payroll contributions not reported in Box 12 of your W-2. But when I went to the withdrawn section, TurboTax doesn't allow me to put in the $800. There are three options.

 

1. OK, we'll withdraw the full $800 excess contribution by April 18,2022.

    Unfortunately, some of your excess contribution is caused by a prior year excess contribution. While it is too late to remove a prior year excess contribution, you can still remove he $329 contribution for 2021

If I select this option. TurboTax still adds only the $329 to my income.

2. We'll withdraw some of the excess contribution by April 18,2022.

If I select this option, TurboTax doesn't allow me to put in a number bigger than $329.

3. No, we'are not going to make this withdrawal.

Not an option we want.

 

Sorry for the confusion. Thank you again for helping with this.