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Retirement tax questions
First, in 2020 and in 2021, what type of HDHP coverage did you have? Family or Self-only? Self-only, I assume?
Second, what was in boxes 1, 2, 3 on your 5498-SA. (you said 5,800 in box 2)?
Third, are you 55+?
Fourth, in 2020, did TurboTax say anything to you about excess contributions for 2019?
Fifth, what was code W in box 12 on your W-2 for 2021?
Sixth, did you make any direct contributions to your HSA in 2021? i.e., not through your employer.
Seventh, what did you enter on the screen, "Let's do [name]'s HSA contributions" on the second line for "personal" contributions?
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March 14, 2022
11:26 AM