Deductions & credits

Thanks for the response. I had not gone thru the process of completing the return when I posted and subsequently did last night. Even though I had overode in the excess contribution field and made it $0 it still asked me about it. It seemed to be concerned about whether I had coverage for all 12 months of 2017 and would be covered by the "last month rule". Turbotax asked which months I had an HSA in 2017 and after saying that I had one for all of the year, it told me that I did not have any carryover. I just went back and un-overrode the carryover field and it still seems to be taxing me. I don't have time at the moment to go back thru the process with that field filled in to see if anything changes.

I did not have a form 5329 last year because I did not have any excess contributions. I contributed the maximum amount allowed (including $1k extra for myself and my spouse for being 55+).