I agree with your calculations. I didn’t know in the beginning of the year that I would be changing jobs/insurance/HSA and this really should just track if I over contributed in total.
Only $550 out of $1,200 was contributed toward the spousal account.
I should be able to withdraw the $650 over contributed in my account and make a $650 extra contribution in the spousal account before I file my taxes and everything should be solved.
But TurboTax does not allow this.
If I increase the contribution on the spousal HSA by $650 and show that I will be withdrawing $650, TurboTax then shows that we are $1,300 over contributed.
How do I report this issue to TurboTax because I can’t move forward as is.
