BillM223
Employee Tax Expert

Deductions & credits

No, do not add the excess HSA contribution to 8z - as you can see, TurboTax has already automatically added that amount back to your income.

 

The line 13 (8889) amount is one of two ways to contribute to an HSA: the first is by payroll deduction (line 9 (8889)) and the other is by direct contribution to the HSA on Line 13 (8889). As a result, the HSA deduction on line 9 has already been removed from income before it ever gets put on your federal or state return. That is why MA is concerned only about line 13, because the first kind of HSA deduction never made it to state income.

 

In your case (payroll deduction), line 13 should be zero, so just enter zero for Massachusetts for your HSA.

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