BillM223
Expert Alumni

Get your taxes done using TurboTax

First, DON'T ENTER ANYTHING FROM YOUR 5498-SA on your tax return. This form is an informational form only.

 

Second, what was the dollar value with the code of W in box 12 on your 2020 W-2? And also on your 2021 W-2?

 

Third, in the HSA interview on screen with the title "Let's Enter [name]'s HSA contributions", what did you put on the second line as a "personal" contribution (if you look closely, you'll see that the first line is the code W amount from your W-2).

 

Next, what HDHP coverage do you have? I assume Family.

 

Next, who owns the HSA? One of you or do each of you have your own HSAs? (HSAs are like IRAs in that they belong to the individual.

 

Next, how old is the person(s) who own HSA(s).

 

Well, that will get us started. I want to see if I understand what should have happened before we start to fix it.

 

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