Deductions & credits

@BillM223 contributions were through my employer.

I'm not following when you say "These two numbers don't add up to $7,800."  They're not supposed to, right?  In order for the $3,650 1099-SA to be a legitimate RoE distribution, the total new contribution should be exactly $3,650 in excess of the limit of $4,150 ($3,650 + $4,150 = $7,800), so that there is an overfunding that exactly corresponds to the 1099-SA distribution.  Not just for the purpose of calculating the excess.

Anyways, I did follow your instructions but still got the same result as before.  Did I miss something?  I'm assuming this relates to dmertz's original comment that the $3,650-carryover amount isn't an excess contribution, and I'd need a $3,650-new contribution to achieve the desired result of corresponding to the 1099-SA distribution.

(initially answered no to the next question)

(no, didn't inherit)

($3,650-new would be entered in the last box if contributed)

(no other contributions)

(no medicare)