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Deductions & credits
I am getting closer to fully understanding your situation.
First, please tell the the info in boxes 1, 2, and 3 on the two 1099-SA forms and dates (months/year is OK) in which you requested them.
Second, for each 1099-SA, how did you answer the question "Did [name] have excess contributions deducted from their wages?" Yes or No?
Third, can you give me all the non-zero values on your HSA summary at the end of the HSA interview?
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‎February 23, 2026
11:22 AM