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After you file
First, if your HSA is subject to investment gains or losses or to maintenance fees, you'll want to look at your HSA history to see how much cash actually became a contribution for 2023 since investment performance while the excess was contribution for 2022 was present in the account will affect that amount.
Once you know the amount, in the HSA section of 2023 TurboTax you'll indicate that you put money into an HSA in 2023, then enter this amount as a contribution you personally made. Make sure that you have adjusted the HSA contributions made through your employer to avoid the total, including this amount of contributions you personally made, being over the contribution limit for 2023.
‎November 15, 2023
6:21 AM