Why would I get an excess HSA Contribution on line 47 of form 5329 when it doesn't appear there was an excess contribution? Contribution was $3098 for a single. Did I miss something or make an incorrect entry somewhere?
Lisa has been spot-on with her advice.
The only other thing I can think of (which sure sounds like it doesn't apply in this case) is maybe a Taxpayer vs. Spouse thing? I think there are two "versions" of the 8889, one for TP and one for SP and you need to make sure the one you're using matches the W-2 with the code W.
Beyond that, just try to line-by-line through the forms to see where things might be going wonky. I'm stumped. Maybe try removing the W-2 entirely (not just the code W), removing the 8889, and starting from scratch with both? Sometimes when ProSeries has an "unexpected behavior" (bug), that's the work-around that helps you get through your day.
Good luck,
Rick
OK Thank you both so much for your time.
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