Yes, the answer would be "No" to the question "Did you overfund your HSA in 2023" because you have corrected it.
Regarding your second question, it would depend on the source of the funds your former employer submitted to your HSA with your new employer. If the transfer was from money your employer contributed to your HSA or the amount transferred was included in box 12 of your W-2 you would select that answer. If you entered a W-2 with a "W" in Box 12 and then enter the HSA contributions in the HSA screens (Let's enter your HSA contributions) in TurboTax it will inappropriately double your contribution amount.
Your HSA limits consists of all contributions made by your and your employer
To get back to your HSA screens in TurboTax to check your entries, you can do the following:
- Click on "Search" in the top right of your TurboTax screen
- Type "hsa" in the search box
- Select "Jump to hsa"
- Your screen will say, "Tell us about health-related accounts you had in 2024"
Click here for "Why am I showing an excess HSA contribution?"
Click here for "What Is the IRS Form 8889?"
Click here for more detailed information regarding HSA contributions.
Click here for "What is a Health Savings Account?
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