Deductions & credits
The first set of scenarios is exactly as it currently is. $6,650 contributed to my HSA, $550 contributed to spousal HSA.
Screenshot 1, my HSA:
Screenshot 2, covered by HDHP every month. Family through August, separate plans Sept - Dec. (Both of the accounts show the maximum contribution limit as $6,000 after you click on the "show max contribution", which is a bit deceiving since you can't contribute $6,000 to each.)
Screenshot 4, shows $650 excess contributed to 1st HSA:
Screenshot 5 - went back in and changed spousal HSA to $850 additional contribution instead of $200 ($1,200 total contribution), basically moving the $650 excess from account 1 to account 2.
Screenshot 6 - clarify who has the excess $650 contribution:
Screenshot 7, now shows a $1,300 surplus:
How do I show the excess was taken out of one account and moved to the other?
I could "show" a lower contribution on account #1 if I had contributed on my own, but they were payroll deducted/employer contributions, so the amounts are coming from the W2.
