BillM223
Employee Tax Expert

Retirement tax questions

If your contribution for the prior year is a "personal" contribution (i.e., made directly to the HSA custodian), then on the screen titled "Let's enter [your name]'s HSA contributions", add this special contribution to the second line (in addition to any personal contributions made during 2025).

 

If your contribution for the prior year was made through your employer, then in the HSA interview, proceed to "Do any of these situations apply to "[Your name]?" and click on the third line, "[Your name] had other company contributions that weren't reported to their W-2 or apply to a previous year". Hit Continue.

 

On the next screen, on the second line "Contributions made in 2026 for tax year 2025", enter the amount of HSA contributions made through/by your employer in 2026 for 2025.

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