DMarkM1
Expert Alumni

State tax filing

No.  There is nothing to enter separately for NY with regards to your HSA contributions.  The amount in box 12 Coded W is excluded from federal adjusted gross income (AGI) which transfers to your NY return and thus is properly excluded there.

 

CA however taxes HSA contributions.  So initially it has been excluded from CA taxes because it was not in federal AGI and you have to add it back in to CA income in the CA state interview.  

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