It is unlikely to be a problem with your W-2 as long as the information is entered in box 12 with code W. The W-2 entry is just the first step in entering HSA information.
When you go through the HSA section of your return, you will need to indicate which months you were covered by the High Deductible Health Plan (HDHP) at your new employer. There is a last-month rule that will allow you to contribute the maximum amount to your HSA even though you may not have been covered all year. You may be seeing the message about an excess contribution because that section of your return is incomplete or something is not quite accurate.
Use the following steps to go directly to the HSA section and verify your entries:
- 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” (be sure to enter exactly as shown here) 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 and enter your information
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