KrisD15
Expert Alumni

Deductions & credits

You can go through the interview for the HSA under

Deductions & Credits 

Medical

1099-SA, HSA, MSA   START or UPDATE 

 

Select "Health Savings Account (HSA)" on the first "Tell us about the health-related accounts you had in 2024" screen

"Did you use it?" NO

"Did you inherit it?" NO

"Let's enter your HSA contributions" screen shows the $30 from the W-2, CONTINUE

"Did you employer tell you about any other contributions?" NO

"Did you have Medicare?" NO

"Were you covered by a HDHP?" NO

"Did you overfund in 2023?" NO

 

"You may want to withdraw money from your HSA."   "OK, I'll withdraw the full $30 excess contribution by April 15, 2025" 

 

Continue and select "NONE if it asks if you had a HDHP at the end of the year. 

That should be the end of it. 

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