If all of the HSA contributions were reported on your W-2,
then they were made with pre-tax funds and will not show as a deduction on your return. This is the case whether the employer
provided the funds or you provided the funds through payroll deductions.
If you made other contributions to the HSA outside of
payroll deductions, then those contributions are entered on their own within
the tax return and will be shown as a deduction. Use the following steps to go to the sections
of the tax return to enter your separate contributions:
- On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
- This opens a box where you can type in “hsa” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
- The search results will give you an option to “Jump to hsa”
- Click on the blue “Jump to hsa” link and enter your information
The first screen of this section will show a check-box entry to indicate that you have a Health Savings Account. Next will be information about any Form
1099-SA entries. Continue past this page
and the HSA accounts will be handled one at a time (if both you and a spouse
have accounts).
After the question regarding inheriting the account, there will be
a screen asking “Do you need to make any
adjustments to your HSA contribution amount?” Choose Yes
and move forward. The next screen will
ask you to enter your contributions. Any
contributions made by you directly into the HSA with after-tax funds should be
entered in the last box labeled All
Other Contributions.
Please see the picture below for reference.
