HSA Showing Excess Contribution

[ebertsj1]

Per many other posts here, system error in past (2023), and this year I had the same error. Best advice right now seems to be maybe delete your first HSA interview, then redo it and make sure you totally finish…then, for sure, check for a form 5329, line 47 and makee sure is either no form, or nothing in this section…

[BillM223]

There was no "glitch" in the system last year relating to excess HSA contributions. The issues are normally caused by taxpayers not answering the literal questions asked - although, to be fair, for taxpayers who don't understand the technicalities of how HSAs work, it is easy for them to get in a rush and mis-answer questions.

"Did NOT separately enter ANY other figure then the imported W-2 correct figure of $7750" - But did you answer the questions about HDHP coverage? If you had contributions of 7,750 and had an excess of the same amount reported, the most likely cause is that you did not tell TurboTax that you had Family HDHP coverage all year. 

If you had had a carryover from the previous year, the excess amount would have been slightly lower in the current year, for reasons, I won't detail here.

I commend you for going to the Community to research HSA questions, and I invite you to ask your own questions if the research doesn't make your issue clear.

[ebertsj1]

Sorry, Bill, but others have indicated this. In my case, while I hear all your warnings, I did NO SUCH THING. I even reviewed with one of your reps on the phone all my stuff, and NO I did reenter. ALL I did was import my W-2. When I reviewed the resulting 8889 form (it seems, it only showed the imported employer $. Also, DID indicate I had HDHP and Family plan. Also, believe the year I saw a report of a glitch was for tax year 2022 in 2023.

I will likely switch to some other provider based on this.