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Deductions & credits
The HSA is handled in 3 parts in the TT program :
First the contribution:
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.
- Open you return and select Federal.
- Select Deductions & Credits on the left.
- Scroll down the list to find Medical, expand the section.
- Click Start or Revisit to the right of HSA, MSA Contributions.
- Select the type of plan you have, click Continue.
- Continue through the screens until you get to, Was (name) covered by a High Deductible Health Plan (HDHP) in 2022?
- Select Yes, and complete the rest of the section.
And lastly any distribution:
March 12, 2023
9:44 AM