Ok, the redo:
I deleted these forms: W-2, 1099-SA, 8889-T, 8889-S, and I also deleted Schedule 1 because I had previously done an override on Line 8f that had to be undone.
I then re-entered all the pertinent forms: W2 and 1099-SA.
I am still seeing the discrepancy between form 8889-T, line 16 (= $0), and Schedule 1 line 8f, which is still showing the $743. Sch 1 line 10 total = $743, which carries over to 1040 line 8 (=$743) as additional income.
TT generated 8889-S for my wife, but all the numbers there are zero; she is retired and has no HSA.
Other pertinent info: I retired Nov. 2024, and had single HDHP until that point. I had Medicare for Nov & Dec 2024. I turned 65yo on 9/9/2024.
Form 8889-T amounts:
Line 2 = $0.
Lines 3, 5, 6, and 8 are all = $4292. (Line 3 prorated from the $5150 amount, HDHP for 10 of 12 months)
Line 9 and 11 are both = $5035.
Line 12 = $0.
Line 13 = $0.
[Excess employer contributions TT worksheet above Line 13: A = $743; B= $743 (this amount in blue text, with a clickable detail popup); C = $0]
Line 14a, 14c, and 15 are all = $3086.
Line 16 =$0.
Lines 17 through 21 are blank.
I then clicked on the excess employer contributions TT worksheet above Line 13, item B, and itemized the 2025 expenditures, which totaled $765 (text now in red). This changed the item C to = $-22. Line 13 still =$0. Ran the error check, and it pinged that; so I changed line 13 worksheet item B to $743.
So I still see the disagreement between 8889-T line 16 (=$0) and Schedule 1 line 8f, which is still showing the $743.
Your continued assistance is most appreciated.
