Deductions & credits

Make sure that you answered "No" to the question "Did you overfund your HSA in 2023?" if you corrected it timely (prior to the filing of your 2023 tax return, April 15, 2024).

To revisit your HSA screen in TurboTax to make sure your excess HSA contribution was not due to an entry error, you can:

1. Click on the search icon in the upper right corner of your TurboTax screen
2. Type "HSA" in the search box
3. Click on the link "Jump to HSA"
4. Answer the questions until you get to the screen "Let's enter your HSA Contribution"
5. Make sure you did not accidently enter an amount on this screen that was already reported in Box 12 of your Form W-2. This will double your total contribution amount.
6. Continue through your TurboTax screens and make sure all questions were correctly answered.
7. As per the above, if you removed the excess contribution from 2023 or did not have one answer "No" to "Did you overfund your HSA in 2023?"

Your TurboTax screens will look something like this:

Click here for "Why am I showing an excess HSA contribution?"

Click here for "What is a health savings account (HSA)?