sjgiantsfan
Returning Member

Deductions & credits

I started over with a new .tax2019 file.  Re-entered everything from the get-go.  Not a big deal, really.  I wanted to get back to the point where TurboTax told me that I had excess contributions and recommended that I withdraw some amount of the excess prior to July 15 2019.  (This is what TurboTax first told me to do, which then caused this error.)  I got to the end of all the Federal interviews.  I was never told that I had excess contribution, so I wasn't told to withdraw the excess.  That's good and bad, but mostly just more confusing.  Was there an excess contribution or not?  In either case, I had already executed the recommended withdrawal of excess contribution, which needs to be reported.

 

So, rather than fix the first version I started fresh.  The fresh version didn't tell me to withdraw excess, and passes the Smart Check.  I guess I'll go with that, with the known problem that there's a withdrawal from my HSA that's not yet reported.  Even if I'd corrected the first version I'd still be left with this problem, which will have to be solved next year.

 

Between the time that I'd done the first interview, which generated the recommendation to withdraw excess, and now there have been many updates to the TurboTax program on my computer.