BillM223
Expert Alumni

State tax filing

Actually, Wisconsin started allowing HSA contributions in 2011 - it was prior to 2011 that Wisconsin did not follow the federal rule for HSAs.

 

Basically, Wisconsin is letting you play catch-up if you had an HSA prior to 2011 AND made contributions to it - you got benefit on the federal but not on the state return. Now, Wisconsin has created a somewhat confusing way for you to take these contributions that you did prior to 2011 over the years of 2011 to 2021.

 

But, in your case, you didn't make any HSA contributions prior to 2011, so you should just enter zero for HSA balance on December 31, 2010. The amount distributed should also be zero because the second line wants to know how much of the HSA balance that you had on December 31, 2010, did you distribute later. Of course if your balance on December 31, 2010 was zero, you could not have distributed any of that zero after that.

 

OK?

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