BillM223
Expert Alumni

Get your taxes done using TurboTax

OK, something is very off.

 

You said at the beginning that you had $1,713 in excess contributions. Who told you that? I am guessing that TurboTax did not.

 

You also said "My 2024 HSA Excess Contribution of $1713  shown on Form 1099-SA was entered into TurboTax. " I had initially assumed that this was for a 2023 excess contribution, but you said that you did not have one in 2023. But the numbers you are showing for 2024 also suggest that you don't have excess contributions for 2024 either.

 

Line 12A is where your excess contributions would have appeared IF they were contributed through your employer and not directly by you to the HSA custodian.

 

You started this thread expressing concern that you needed to add back certain "employer" contributions (the code W amount, that is) if you had excess contributions. While that is true and commendable, you don't have to do that because TurboTax does it automatically. And, honestly, it only does it if TurboTax detects an excess, but it doesn't sound like it has.

 

So let me try to wrap this up.

1. TurboTax automatically adds back to line 8f (Schedule 1, 1040) any excess contributions that came from the code W amount in box 12 on your W-2.

2. If you have gone all the way through the HSA interview and seen the HSA Summary, and TurboTax didn't tell you that you had an excess contribution nor added anything to line 8f (Schedule 1, 1040), then if you entered everything correctly, you didn't have an excess to report.

3. You do NOT have to do any manual finagling (technical term) yourself.

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