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Deductions & credits
"HOW DO I LET TURBO TAX/IRS KNOW THAT WE OVER CONTRIBUTED AND SHOULD HAVE THE PENALTY??"
To be honest, I am not sure there is a way in the Step-by-Step process to do what you want. Like you, I cannot get the HSA interview to bring up the spouse's HSA in order to be able to enter this information.
Since you appear to be using the CD/download software (because you referred to Forms mode), I will experiment with doing overrides on the forms themselves.
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March 30, 2020
3:19 PM
2,109 Views