I may have a different way to enter your employer made contributions to your HSA that was not reported on a W-2. These were my steps:
- Entered the 1099-SA in the medical section. Entered details about the form and selected distribution code for a normal distribution and indicated that I used the HSA money for only medical expenses. Selected 'Done'.
- On next screen, selected 'no' for inherited question and 'yes' for the question 'Did you put money into an HSA in 2023'
- Continuing with section entering nothing on the page, 'Let's enter your HSA contributions'. Continue to the next screen.
- On the page, 'Did your employer tell you about any other contributions? selected 'Yes' and entered the employer contribution amount in the last box. It reads, ' Employer and payroll contributions not reported in Box 12 of your W-2
- Continued to complete the HDHP questions and anything else in this section.
- Section complete and no increase to taxes due. There are momentary increases/decreases as you make entries, but end result is the same as before beginning process.
Give that a try and see if it helps your situation. You will need to undo your Other income entries and any others to get you back to the place before you began to report the HSA contribution and distributions.
The diagnostic copy is a 'scrubbed or sanitized' version of your return. All that remains is the data that indicates the flow through forms. Your reluctance to send one is understandable. @Patty_21
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