BillM223
Expert Alumni

Deductions & credits

@Anonymous

 

1. No, do not request a corrected W-2 from the employer. They did it right.

 

2. "I pulled my excess contributions for 2019 prior to my tax filing for 2019.  Do I include that in this 2019 taxes and if so how? "

Are you saying that you have already filed for 2019? Or should this sentence read, "I pulled my excess contributions for 2018 prior to my tax filing for 2018."?

 

Sorry, but my answer will depend on your response.

 

Do NOT enter your 2018 excess into TurboTax for tax year 2019. In the HSA interview, TurboTax will ask you if you "overfunded" your HSA last year. If you withdrew the correct amount of excess contributions for tax year 2018, then you answer "NO" to the question of "overfunding" in tax year 2019.

 

In the future, please do not withdraw excess contributions from your HSA until TuroTax tells you to. The HSA is not a savings account that you can willy-nilly put money in and withdraw at will.

 

"then will that second screen still come up even though it was only excess if you ignore the last-month contribution rule?"

TurboTax never ignores the last-month rule, so something else happened.

 

Tell us:

  • What the amount was with code W in box 12 on your W-2
  • What you entered on the second line on the "Let's enter [name]' HSA contributions" screen as "personal" contributions
  • The type of HDHP coverage you had in each month of 2019
  • How you answered the question of "overfunding" your HSA in 2018
  • What the amount of excess contributions that TurboTax reported to you

 

This will help us figure out what happened.

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