How do I deduct after-tax HSA contributions?

Forum|Forum|7 years ago
June 7, 2019
1 reply
1 view

My husband has pre-tax contribution and I have after-tax but, we both received 1099-SA with HSA marked.

TurboTax Self Employed Online

Best answer by

Please follow the instructions below for entering in your HSA contributions below if you are using TurboTax Online (except Home & Business version):

1. Click on Federal Taxes

2. Click on Deductions & Credits

3. Look in your list for HSA, MSA Contributions and go to step 6; otherwise, continue to step 4

4. Click on Jump to full list

5. Click Show more next to Medical

6. Click Start/Edit next to HSA, MSA Contributions

7. Follow through the prompts, when you get to the screen that says Enter Your HSA Contributions, you can put additional contributions made after-tax from your own funds (take home pay, savings, etc.) as All Other Contributions.

8. This page will automatically pull in your W-2 contributions from you and your employer that were pre-tax.

9. Complete the rest of the related interview questions

Please follow the instructions below for entering in your HSA contributions below if you are using TurboTax Desktop (or TurboTax Online Home & Business):

1. Click on Federal Taxes (Personal, if using Home & Business)

2. Click on Deductions & Credits

3. Select I'll choose what I work on

4. Scroll down to Medical and click on Start/Update next to HSA, MSA Contributions

5. Follow through the prompts, when you get to the screen that says Enter your HSA Contributions, you can put additional contributions made after-tax from your own funds (take home pay, savings, etc.) as All Other Contributions.

6. The page will automatically pull in your W-2 contributions from you and your employer that were pre-tax.

7. Complete the rest of the related interview questions

Anonymous

Answer

Please follow the instructions below for entering in your HSA contributions below if you are using TurboTax Online (except Home & Business version):

1. Click on Federal Taxes

2. Click on Deductions & Credits

3. Look in your list for HSA, MSA Contributions and go to step 6; otherwise, continue to step 4

4. Click on Jump to full list

5. Click Show more next to Medical

6. Click Start/Edit next to HSA, MSA Contributions

8. This page will automatically pull in your W-2 contributions from you and your employer that were pre-tax.

9. Complete the rest of the related interview questions

Please follow the instructions below for entering in your HSA contributions below if you are using TurboTax Desktop (or TurboTax Online Home & Business):

1. Click on Federal Taxes (Personal, if using Home & Business)

2. Click on Deductions & Credits

3. Select I'll choose what I work on

4. Scroll down to Medical and click on Start/Update next to HSA, MSA Contributions

6. The page will automatically pull in your W-2 contributions from you and your employer that were pre-tax.

7. Complete the rest of the related interview questions

balkharr

Level 2

This did not work for 2021. I went back and forth to get this done in online Turbotax but it's not deducting the taxes. I contributed 7100 post tax and withdrew it back, my form 1099-SA shows the total amount funded including the post tax amount. when I continue as per these instructions and add back the amount I deposited post tax, there is no tax being credited. for 7100 non- medical withdrawal, I'm taxed $3000 ! and that $3000 is not coming back when I add the 7100 as self contribution. Confusing !

BillM223

Level 15

Are you saying that you contributed 7,100 to your HSA (outside of your employer), then turned right around and withdrew it? Did you get a message from TurboTax that you had excess contributions? Why did you withdraw the 7,100?

What are you trying to do?

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