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Deductions & credits
Definitely seems to be a bug in the software. I ran into the same issue saying I "over funded" (tried several times), but I did not, and did not have a 5329 form for 2023. I went back to my w2 that was imported and re-answered everything exactly the same, but this go around, when going through the HSA portion exactly the same way, it doesn't say I over funded.
To clarify, I did nothing different other than just re-running through my imported W2 with the exact same answers. Everything in the HSA portion was also answered exactly the same.
‎April 4, 2025
1:53 PM