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Deductions & credits
To possibly repeat what Mike wrote:
Family Jan – Aug – 4,800
Self-only Sept – Dec – 1,200
Subtotal – 6,000 - his annual HSA contribution limit.
He contributed 5,400 + 1,250 = 6,650 for 650 excess
Her annual HSA contribution limit is 3,600 times 4 divided by 12, or 1,200. Since you have apparently contributed only 550 to her HSA, this means that you should be able to contribute another 650, as you have said.
How are you entering in the HSA interview that she is making an additional $650 contribution to her HSA? Are you entering it as a personal (direct) contribution? And where is TurboTax telling you that the excess is now 1,300?
Please reconfirm (by going through the HSA interview) the contributions you gave us above. Also, if you can give us a screenshot of your HSA Summary screen (with any personal information redacted).
At the end of your reply, please add "@" and "BillM223" without the space in between, so I will be notified when you respond.
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