BillM223
Expert Alumni

Retirement tax questions

First, in 2020 and in 2021, what type of HDHP coverage did you have? Family or Self-only? Self-only, I assume?

 

Second, what was in boxes 1, 2, 3 on your 5498-SA. (you said 5,800 in box 2)?

 

Third, are you 55+?

 

Fourth, in 2020, did TurboTax say anything to you about excess contributions for 2019?

 

Fifth, what was code W in box 12 on your W-2 for 2021?

 

Sixth, did you make any direct contributions to your HSA in 2021? i.e., not through your employer.

 

Seventh, what did you enter on the screen, "Let's do [name]'s HSA contributions" on the second line for "personal" contributions?

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