BillM223
Expert Alumni

Deductions & credits

Ok, Ashi, this still doesn't work.

 

You had $1,500 in excess contributions in 2020, which you carried over to 2021.

You contributed through your employer $7,160.

Your spouse contributed through the employer $200.

You say that this gives you an excess of $8,860.

 

It would do so only if the annual HSA contribution limit were zero for you two. But it can't be since, you showed $20 as "tax-free employer contributions".

 

Listen, I have no idea what you did, but the only way I can solve this is to see a copy of your return. I am asking you for a "sanitized" version of your return. You don't have to sanitize it, because we have a process in which our server will redact all personally identifiable information and then store the result in our database, given you a "token" which is an identifier so that we can find it.

 

To send us a token, please do the following: 

 

TurboTax Online:  

 

Click Tax Tools in the menu to the left.

Click Tools, and then

Click Share my file with Agent.

 

A pop-up message will appear. Click OK to send the sanitized diagnostic copy to us.

Provide the token number that is generated onto this thread.

 

TurboTax Desktop:

 

Select Online menu if the customer is using Windows. Select “Help” if using a Mac.

Select Send Tax File to Agent.

A pop-up message will appear, and the customer will select, Send. If using Mac "Send Tax File to TurboTax Agent

 

Note: Desktop will save a file to your computer unless you uncheck the box.

Another message will appear. Provide the token number that is generated onto this thread.

 

At the bottom of your reply (with the token) add "@" "BillM223" (without the space in between) so I will be notified.

 

This will let us see what is happening on your return. Thanks.

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"