"Another minor wrinkle is that I still show $700 of excess employer contribution to be withdrawn "
OK, let's delete all your HSA data. We do this because a number or two can get "stuck" in the HSA section so even if you go all the way through the HSA interview, the number that is stuck remains. (The excess withdrawn on a previous pass is one such example).
Please do the following:
1. make a copy of your W-2(s) (if you don't have the paper copies)
2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)
*** Desktop***
3. go to View (at the top), choose Forms, and select the desired form. Note the Delete Form button at the bottom of the screen.
*** Online ***
3. go to Tax Tools (on the left), and navigate to Tools->Delete a form
4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)
5. go back and re-add your W-2(s), preferably adding them manually
6. go back and redo the entire HSA interview.
Let's clean out the HSA data (and re-enter it) before we attack the -4,000 again.
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