BillM223
Expert Alumni

Deductions & credits

I take it that she or her employer made contributions to her HSA, right? Does she have a code W amount in box 12 on her W-2?

 

If so, then she must indicate that she has an HSA, so that TurboTax can declare all contributions as excess and add them back to her income.

 

In the HSA interview, she should indicate that she had no HDHP coverage for the year. This will trigger the excess contribution processing.

 

Are you in the Final Review, when TurboTax catches the fact that she is a dependent? When you indicate that she has no HDHP coverage, this should bypass the check in the Review.

 

Come back and tell us if it doesn't

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