Thank you @BillM223 for your reply...
- In 2022, I input wrongly that I made excess (which in reality, I didn't)
- In 2022, I paid a penalty of 6% in the Federal Income Tax
- I carried over the excess from 2022 to 2023 and charged 6% in 2022. In 2023,
- I did make HSA contributions to the Max Level for a family in 2023.
- Now it is showing that I still have excess from the previous year.
I hope I explained the situation. My understanding that I need:
1- to do 1040X to amend 2022 to undo the excess reported in 2022 and submit that online. I think I will need to amend 5329 as well to show that there is no excess in 2022.
2- Then I can submit 2023. What I am not sure is how to report that in 2023 (should I put ZERO as the excess contribution from 2022 to fix things since I will do the amendment first for 2022)
Thank you!
