Deductions & credits

OK ... an HSA is an INDIVIDUAL item like an IRA ... it has but ONE owner even if you can pay for the spouse's med bills with it ... so in the program indicate who the owner is.... then wait for the 1099-SA form for the payee info since you don't know it yet.   The gross distribution is simply the amount you took out for the year.   And the contributions to the HSA are made in their own place ...

 

 

The HSA is handled in 3 parts in the TT program :

First the contribution:

https://ttlc.intuit.com/replies/4557768

https://ttlc.intuit.com/replies/4785646

 

Next the limitations screen to confirm you are eligible to make the contributions:

Until you complete the HSA portion of the TurboTax interview to establish your eligibility for an HSA contribution, TurboTax will treat the amount entered on the W-2 form as an excess HSA contribution.

https://ttlc.intuit.com/replies/4788059

 

And lastly any distribution:

https://ttlc.intuit.com/replies/4787864

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