Thank you for having a look.
I'm with you through Step 5. It never asks Step 6, 7 or 8. After I select that I had an HSA in Step 5 the remaining screens are:
1. 1099-SA Summary where it asks about the gross distribution I had
2. Screen asking "Was Daniel covered by a High Deductible Health Plan in 2025?" Yes.
3. Screen asking "Do any of these situations apply to Daniel?"
-Daniel had Medicare. No
-Daniel overfunded their HSA last year. No.
-Daniel inherited this HSA. No.
-Daniel had other company contributions that weren't reported to their W-2 or apply to a previous year. No.
-Daniel failed to maintain HDHP coverage in 2025 due to death and disability. No.
-Daniel made contributions to an Archer MSA. No.
4. Screen asking "What type of HDHP coverage did Daniel have during 2025?" Daniel was covered by a Family plan every month of the year
That's it. No other screens or questions.
