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Deductions & credits
You will read that you are not required to enter anything from the 5498-SA into TurboTax. This is true.
The fact that you were asked what the value of your HSA was at the end of the year, means that you had excess HSA contributions that you are carrying over to next year. Is that right?
If is not the case, come back and we will step through your situation. Taxpayers often makes entries that make TurboTax think that they made excess contributions.
But, if indeed, you need to report the value of your HSA at the end of the year, I don't see why you can't call your HSA custodian and just ask them.
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‎February 3, 2025
3:18 PM