Get your taxes done using TurboTax
To resolve this, revisit the HSA entry and make sure you have indicated she had a high-deductible health plan all year.
- Click on Federal Taxes, Deduction & Credits
- Choose "add/edit" HSA, MSA Contributions
- You will see a page titled "Your HSA Summary" which will show any deductions already computed from your W-2
- Choose Edit, Check the box for HSA, Continue
- You'll now see a screen that says "Here's what we have so far" with the information from the 1099-SA, choose "Edit"
- After the entry screen for the amount distributed, double check the amount, continue and when it asks "Did you spend your HSA money on medical expenses only?" answer "Yes", if accurate.
- Choose done and continue until you get to a screen that says "Let's enter your HSA contributions" and double check the amounts from your W-2 that carried over (don't add anything to the personal contributions box unless you contributed outside of payroll)
- Continue on, until you are asked if you were covered by a High Deductible Health Plan (HDHP) in 2024?
