Jim_W
Returning Member

HSA deductions by state for part-year resident of two states

I lived in NY for part of 2019, and in MA for the rest of the year. Both states allow deduction for my HSA contribution, but I need to apportion it between the two states. The contribution was actually made when I was living in MA, ie towards the end of the year. But it seems like Turbotax insists on assigning only a fraction of the deduction to my MA income, ie based on the fractional number of days out of the year that I lived in MA, and as far as I can tell, it doesn't let me change that calculation. The NY form is more flexible, and just lets me assign any remainder to NY. Question: is this behavior specified by the MA tax code (I couldn't find anything about it online)? Or is this type of calculation required for other legal reasons? Or, even if this is not legally required, is it OK to let Turbotax split the deduction across states, even though the contribution was actually made as a lump sum while living in MA? If can't/shouldn't do this, is there any way to direct the full amount of the deduction to my MA income (with 0 deducted from my NY income)?