BillM223
Expert Alumni

Deductions & credits

OK, you are saying that when you did your 2022 return that TurboTax did not tell you that you had excess contributions, right?

 

On your 2022 return, did you have a form 5329? What are the values in forms 42-49?

 

In the HSA interview in your 2023 return, do you remember seeing the question, "Did you overfund your HSA in 2022?" What did you answer, yes or no? If "yes", what amount did you enter?

 

In your HSA interview in 2023, did you see the question, "Was [name] covered by a High Deductible Health Plan (HDHP) in 2023?" How did you answer?

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