"I did have a carryover of $325 unused from HSA from previous year."
Does this mean that you had $325 in your HSA on January 1, 2021 or does it mean that you had an excess contribution in tax year 2019 that you carried over to 2020? I am assuming the former.
$2,000 plus $5,100 certainly does add up to $7,100.
Let me ask you: are you using the Online TurboTax product or the CD/desktop product? I ask this because very early on in January, for a brief while, the HSA contribution limit was still set to $7,000, which was the limit for 2019. This would explain the $100 discrepancy.
OK, if you have the CD/desktop product, please look at form 8889.
Line 2 should be $5,100
Line 3 should be $7,100
Line 5 should be $7,100
Line 6 should be $7,100
Line 8 should be $7,100
Line 9 should be $2,000
Line 11 should be $2,000
Line 12 should be $5,100
Line 13 should be 0
Does your 8889 differ from this in any way?
If you are using the Online product, but have already paid for it, you should be able to see this form.
Only if you are using Online and have not paid for it yet are you unable to see this form.
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