BillM223
Employee Tax Expert

Retirement tax questions

So permit me to ask, the $2,150 in "personal" contributions were contributions you made directly to your HSA custodian, NOT through your employer, and the $2,150 in payroll contributions were not entered anywhere else on this return (like in the "personal" contribution line?

 

Second, is it possible that you had a carryover of excess contributions ($2,150) from 2024, which TurboTax, per the IRS rules, is going to try to apply to 2025 as a "personal" contribution?

 

Third, did you have Self-only HDHP coverage all year (2025), or at least on December, 1 2024?

 

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