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After you file
What happens if you continue from the screen with the question about possible 2021 overfunding? The very next one should be the one we’re looking for (it just has to find out about 2021 on the way, as that would be included in the total calculation…). Even if you don’t see it next, though, please continue. If you’re not seeing it eventually (before the HSA Summary at the end), then I’m thinking we need to delete the HSA entries and re-enter them, as the program has become stuck on a scenario without excess contributions and isn’t updating.
To do this, select “Tax Tools,” then “Tools,” then “Delete a Form.” Then click the “Delete” link next to anything that starts with “Form 8889.” (Or if you’re using the downloadable version of TurboTax, just go to “Forms Mode,” select the 8889s and click the “Delete Form” button.) Then let’s see if the excess contribution screen comes up after re-entering…
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