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Deductions & credits
@mwaltz1 Thanks for the screen shots.
I wonder two things: (1) whether or not answering "both of us" on screenshot 6 would change the program's reaction for #7 (even though, yes, it was your excess), and (2) if the current interview can't handle your unusual situation.
Could you change the answer in #6 and see what it does?
Alternatively, you could take out the extra 650 for your spouse, go through the interview, get the 650 excess warning, indicate that you are going to withdraw it, then finish the HSA interview before entering it again to add the 650 for the spouse? I ask this because TurboTax tends to hang on some numbers across sessions, and I wonder if having a previous withdrawal will allow it to handle your spouse's HSA separately.
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‎February 22, 2022
2:14 PM