TurboTax is requesting how much I contributed to an HSA in 2016. Why is this asking for a previous years tax information? How do I find this if I didn't save my taxes?

[BMcCalpin · Accepted solution]

TurboTax needs to know if you took advantage of the "last-month rule" in the previous tax year. Under this rule, if you had HDHP coverage on December 1st of the previous tax year, you were able to take the full annual HSA contribution limit as your limit, without regard to how few months you were under the HDHP in the previous tax year.

The catch is that if you do this, you have to stay in the HDHP for the entire "testing period", that is, all of the current tax year.

In this case, if you leave HDHP coverage in the current tax year, then you will have a "failure to maintain HDHP coverage", and TurboTax has to calculate the income adjustments and penalties for this situation.

Just answer the questions as written - they are needed in order to make the most accurate return possible.

[Edited 3/10/2020 4:46 pm CDT - made year-neutral]