Get your taxes done using TurboTax

MarilynG1 · ‎February 10, 2022

If you had an HDHP for any months in 2021, in the TurboTax HSA interview choose 'I had an HDHP for at least one month in 2021. On the next page, click the bullet for those months for type of plan (Self or Family) and click NONE for the other months. This will make the HSA contribution shown on your W-2 non-taxable.

If you didn't have an HDHP at all in 2021, TurboTax will offer a screen in the HSA interview asking if you have/plan to remove the excess, and if so, excess tax will be removed.

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