@BillM223
Thank you. To answer your questions: yes, qualified for HSA for $7100 in 2020. HDHP yes. Both of us age less than 50 and only my husband contributed to HSA in 2020.
As I have listed most info you were asking in my original post:
We didn't contribute anything outside of what's contributed via the employer.
2020 info:
W2 (12W) reported $8416
5498-SA reported $8100
I must have (I can't recall this step) reported both as TurboTax reported an excess contribution of $9416 on form 5329, which is $8416+8100-7100=$9416.
In 2021 I contributed $2600 and my husband contributed $5261, requested to take out $661 of the over contribution. Turbotax is showing we over contributed by $10,077 which is $9416+$661.
The problem is the over contribution of $9416 is not real, at least is not accurate. We truly over contributed $8416-7100=$1316 in 2020 and $661 in 2021.
Question 1: how much excess contribution can we remove?
Question 2: how can we fix the 2020 and 2021 TAX return so Turbo TAX don't show the excess contribution of $10,077 in 2021?
Thank you.
