Other Income Summary Not Matching

Sarahdstevens

I entered $1,915 of other income on the miscellaneous page (due to an HSA excess) and nowhere else in the "other income" category. However, on my Federal Tax Summary page it shows that I have $3,830 of other income. What am I missing? Why don't those numbers match?

kiarab

Hello Sarahdstevens,

So, the only thing I can think of is that you reporting your HSA excess contributions twice. When you enter your HSA information in the first place, it figures out if you had an excess contribution or not, and if you do, it asks if you will withdraw it before the filing deadline.

It then also tells you to enter the excess EARNINGS (not contributions) as miscellaneous income, which it sounds like you did enter something there based on what you said earlier. Is that your earnings or your excess contributions amount? If it is the excess contributions, please go back to the Miscellaneous income page and delete that entry (or replace it with your earnings if you had any).

If that is not it, then I would recommend contacting customer support as they can view your account and see where the duplication may be.