Deductions & credits

Information about your Health Savings Account comes from your W-2 and from information that you enter.  Double check the W-2 information in box 12 with Code W.  That is the amount contributed to the HSA through your employer.  That amount will transfer automatically to the HSA section of your return.

All inputs related to the HSA, except for the W-2, are in the same section of your return.  Use the following steps to revisit that section and review all the data entries to try to find the erroneous input:

• On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
• This opens a box where you can type in “hsa” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
• The search results will give you an option to “Jump to hsa”
• Click on the blue “Jump to hsa” link 

Additionally, you may have received a Form 1099-SA showing a distribution from the previous HSA that was rolled into your new HSA.  You will need to enter the information from the Form 1099-SA and answer that it was not spent for medical purposes.  Then there will be a box that opens up so that you can indicate that the amount was rolled over to the new HSA.  Indicating that the amount was rolled over will have no effect on your tax return at all.

Use these steps to go to the Form 1099-SA section:

• On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
• This opens a box where you can type in “1099-SA” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
• The search results will give you an option to “Jump to 1099-SA”
• Click on the blue “Jump to 1099-SA” link

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