Thanks for the quick reply @DawnC
I was responding to @ProvokedTomcat post Jan 22, 2020 (pasted below). I did the same thing he described on my 2021 return. I entered a 1099-SA that was sent to me for a $7,200 HSA contribution, but this wasn't required. It wasn't required because my $7,200 HSA contribution was apparently already captured via the W-2 from my employer. Entering the 1099-SA erroneously doubled my actual $7,200 contribution and triggered the Excess HSA contribution and a Form 5329. (In 2021 the max per family HSA contribution was $7,200.)
I should have caught this myself (noob), but some improved messaging from TurboTax would be simple to add advising on this situation. I'm also fairly certain TurboTax summary screens in 2021 did NOT show me a $14,400 HSA contribution (only a $7,200) which didn't help at all, and would have made the error obvious.
I did just file an amended 2021 return that correctly reports a $7,200 HSA contribution, so this is resolved now.
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ProvokedTomcat
New Member
January 22, 2020 6:56 PM
Thanks for your response.
I erroneously 'duplicated' my HSA contributions last year and now I hope to get money back. Why would the HSA provider be required to send us 1099-SA form if we don't even have to enter it. It's almost setting up a self-filing non-tax professional to just fill in the
