2023 showed excess HSA contributions and when I researched it, 2022 shows an error. 2022 has form 8889 which is pulling from Form 5329 in 2021. I do not have Form 5329 from 2021, so 2022 was incorrectly reporting excess from 2021 that did not exist.
I called TT and they confirmed they have a software error that they are investigating. They said I need to wait until the investigation is complete. They provided a link and advised for me to sign up for updates. The link says 'solved' for the pending item under investigation. I questioned this and she said it was marked solved in error. They could not offer any suggestions and would not provide Tax Expert advise for free since this is their error. Since their software checks and reviews for mistakes, it seems they should have realized 2022 was inaccurately reporting a form from 2021 when reviewing 2022 before filing. However, 2023 is still incorrect. If they are aware of the issue, they should have advised us. More importantly, they should have fixed the error in their 2023 software. They said they are working night and day to resolve this... I doubt it.
