BillM223
Expert Alumni

Deductions & credits

The initial problem is hat TurboTax thinks that you have contributed 8,750 to an Archer MSA, which I assume that you did not (see line 4). Contributions to Archer MSAs are grouped with contributions to your HSA to calculate any excess.

 

So how to fix?

 

1. Go back into the HSA interview and make sure that you did not check that you have an MSA (the first screen).

2. Second, make sure that you did not have an entry with a code of R in box 12 on your W-2.

3. Next, since you appear to have the desktop software, go into Forms mode, look at the Forms list on the left, then click on form 8853. Delete it (button is at the bottom of the panel).

4. Now go back through the HSA interview, and see if it's OK.

5. Go through the Federal Review and see if there are any complaints.

6. Come back here if there are.

 

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