ricerx
New Member

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.