Unless you made additional contributions, the only amount that needs to be entered into TurboTax for the HSA contributions is the amount already on your W2 with code W. Do not enter the amount again.
Here’s how to go back and review your HSA entries in TurboTax:
- Open (continue) your return in TurboTax
- In the search bar, search for HSA and select the Jump to link in the search results
- On the screen Tell us about the health-related accounts you had in 2023, check the box next to Health Savings Account (HSA) and select Continue
- If you land on Your HSA summary, select Edit, then make sure the Health Savings Account (HSA) box is checked on the next screen and select Continue. If you see the screen Here’s what we have so far, select Done
- Answer No to Did you inherit this HSA?
- Do not enter your contribution on the screen Let’s enter your HSA contributions and select Continue
- Continue answering the questions until you reach Your HSA summary
Reach back if you have additional questions.
