[PA State Taxes form] Cannot edit HSA personal contribution for PA part-year resident

Forum|Forum|4 months ago
February 19, 2026
1 reply
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The online web browser version doesn't allow me to edit how much of my HSA personal (non-employer) contribution was made as a part year resident of PA

Details: $406 was contributed personally to my wife's HSA plan out of pocket. This was made while we were part year residents in OH and deducted accordingly on OH state income tax form. However, for PA state income tax form, since it auto-populated the $406 from the federal form, there's no way to edit the $406 that was contributed out of pocket to $0, since the contribution was made entirely while living in OH.

Please fix the PA State Tax form for MSA/HSA contribution deductions, allowing the deduction to be editable similar to OH's state tax form. See below for how the deduction is editable/allocable in the OH State Tax form, but not editable/allocable in the PA State Tax form.

TurboTax Deluxe Online

BillM223

Level 15

If you have W-2 compensation in Pennsylvania, here is a workaround for you. In the Pennsylvania interview, go to the screen "Compensation Summary".

Click on the pencil to edit your compensation for Pennsylvania.

On the next screen, check off that you need to make an adjustment to the taxable amount of your income.

On the next screen, reduce your Pennsylvania compensation by $406 and hit Continue. While this may not be the way that the state want you to show the personal HSA contribution amount, the net result on your state taxable income will be the same.

Conversely, if you don't have W-2 compensation in PA, you might try adding a miscellaneous income amount of -406 and see if that works for you (I have not tried it).

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qwertyqophAuthor

Level 2

Hi @BillM223,

Thanks for your help, but I wanted to double-check the logic on this. Wouldn't it be more accurate to add a positive value to my Pennsylvania compensation? Since I'm trying to undo the incorrect HSA deduction by that exact amount, adding it back should increase my taxable income.

When I did it the way you suggested, it actually led to a higher tax refund. Essentially, I'm trying to make sure I don't claim a deduction that I don't have a right to claim. Because of that, correcting this should logically increase my tax liability (decreasing my refund), not decrease my liability (increasing my refund). Could you clarify if adding a positive value is the correct way to handle this so that I'm reporting it properly?

Also, while I appreciate the workaround for now, is there any way you could ask your software team to fix this underlying error? I am hesitant to use this workaround because I really don't want to falsify or enter incorrect information on my W-2 or Miscellaneous income just to bypass a limitation in the software.

Thanks again!

qwertyqophAuthor

Level 2

Hi,

I wanted to provide some updates for those who are either affected by a similar tax situation or for those trying to fix the issue:

1. Pennsylvania does allow for the deduction of personal HSA contributions. You can verify this directly on the PA Department of Revenue's website here: PA Personal Income Tax Guide - Deductions and Credits.

2. Regarding the software issue, I have already double-checked and verified the following to a T:

HDHP Eligibility Months: I confirmed in the federal return that the months of eligibility for the HDHP plan perfectly coincide with my Ohio residency dates, and NOT my Pennsylvania residency dates.
Residency Dates: I verified that the partial-year residency dates are entered correctly in both the individual PA and OH state tax returns.

Despite ensuring all of this information is accurate, the TurboTax software allows me to edit the allocable HSA contributions on the Ohio state return, but completely locks the field on the Pennsylvania state return.

Given that PA allows this deduction, this appears to be a glitch in the software that incorrectly restricts PA part-year residents from editing their allocable HSA contributions. Please escalate this issue to the software development team so they can build this out and fix it for the PA state taxes. I imagine this limitation will negatively affect other part-year PA residents like myself who personally contribute to an HSA.