Deductions & credits

To clarify, are you entering Form 1099-SA?

Did you have contributions on your W-2?

Are you working from Deductions & Credits-Medical or Wages and Income-Less Common Income?

First Screen is "Your HSA summary"

Select EDIT

Do you have both checked for HSA on next screen, "Tell us about the health-related accounts you had in 2023"

Do you have 1099-SA listed? select EDIT

Continue through interview

Did you use for medical expenses?

Did either inherit this HSA?     select NO

Enter contributions not reported on W-2

Did you have Medicare?  NO

Was first listed covered by high deductible plan ?  YES   what type   FAMILY 

Now lets cover the spouse

Did they inherit it?   NO

Enter contributions not reported on W-2

Did they have Medicare?    NO

Was Spouse listed covered by high deductible plan ?  YES   what type   FAMILY 

Did you overfund?    NO

DONE