Deductions & credits

The HSA is handled in 3 parts in the TT program :

First the contribution:

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-hsa-contr...

 

Next the limitations screen to confirm you are eligible to make the contributions:

Until you complete the HSA portion of the TurboTax interview to establish your eligibility for an HSA contribution, TurboTax will treat the amount entered on the W-2 form as an excess HSA contribution.

 

  1. Open you return and  select Federal.
  2. Select Deductions & Credits on the left.
  3. Scroll down the list to find Medical, expand the section.
  4. Click Start or Revisit to the right of HSA, MSA Contributions.
  5. Select the type of plan you have, click Continue. 
  6. Continue through the screens until you get to, Was (name) covered by a High Deductible Health Plan (HDHP) in 2022?
  7. Select Yes, and complete the rest of the section. 

 

And lastly any distribution:

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-1099-sa/L...