If I understand you correctly, the code W amount on your W-2 was $7,180. You carried over $1,500 in excess contributions from the previous year. And TurboTax reported that you had an excess of $8,680. Is that all correct?
You did not tell me what type of HDHP coverage you had in 2021. Family? Self-only? I am going to assume Family from the numbers you are using.
I will repeat what I said above. The fact that your excess in 2021 is the sum of all your contributions and your carryover indicates that you did not finish the HSA interview and tell TurboTax what your HSA coverage was.
- So, what was your coverage (Self-only or Family)?
- In which months did you have this coverage (and no other like Medicare)?
- May I assume that you can't be claimed as a dependent on another return?
- Can you do a screenshot of the Summary page at the end of the HSA interview (redacting any personally identifiable information) and post it here?
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