My employer contributions to my HSA was not reported in box 12 of my W-2, only my contributions were reported.

Forum|Forum|7 years ago
June 1, 2019
8 replies
79 views

I was told the contributions they made were included in my benefits, thus reducing reportable wages which is reflected in box 1 of my W-2. Do I need to report the amount they contributed? If yes, would that be recorded in Turbo Tax section: Did your employer tell you about any other contributions? Employer and payroll contributions not reported in Box 12 of your W-2.

TurboTax Deluxe Online

Best answer by BillM223

The employer contributions should normally be added to your contributions by payroll deduction and put into box 12 on your W-2 with a code of "W".

If the employer did not include its contribution to your HSA in box 12 with code W, then, yes, you can add that amount to the dialogue that you referenced: "Did your employer tell you about any other contributions? Employer and payroll contributions not reported in Box 12 of your W-2."

However, you should contact your HR department to ensure that in addition to Box 1, that all HSA contributions from your employer and from you through a payroll deduction scheme should have also been removed from Wages in boxes 3 and 5. Otherwise, you will overpay social security and Medicare taxes.

BillM223Answer

Level 15

The employer contributions should normally be added to your contributions by payroll deduction and put into box 12 on your W-2 with a code of "W".

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nphillips74

Level 2

I'm having the same issue (my employer didn't include pre-tax contributions to my HSA on my W2 in box 12), but I haven't seen the dialogue "Did your employer tell you about any other contributions? Employer and payroll contributions not reported in Box 12 of your W-2."

How do I get to this dialogue?

Jan-Turb0_2o2o

Level 2

2019 Turbo Tax: Find the Turbo question "Did your employer tell you about any other contributions?" Don't let the comment reference "apply to a previous year" trip you up. Answer "Yes" and three drop-down questions will populate your screen. Use the last one "Employer and payroll contributions not reported in Box 12 of your W2 $________

The previous replies were great I just kept answering "No" as it seemed to refer to a previous year...I am a little slow on the pick up and thought this might help someone from repeating my error.

Chance2013

Level 2

I’m having this same issue. My employer is not reporting their contributions to my HSA, but is reporting the additional contributions that I make myself via payroll. Is this not a problem? The W2 is incorrect and so my reporting of HSA contributions is incorrect. I’m trying to force my employer to correct my W2, but they’re resisting - should I not be bothering??

BillM223

Level 15

If your employer is not reporting their contributions to your HSA and you live in either New Jersey or California, it is a serious problem, because those states do not allow HSA contributions so TurboTax adds back the code W amount (which you now realize is wrong).

For everyone else, you can correct the situation as described above: on the screen where you are asked, "Did your employer tell you about any other HSA contributions?", you can answer "yes", and then enter the amount on the line which states, "employer contributions that were not reported on your W-2".

This will cause TurboTax to correctly complete the form 8889.

Then have your employer read the instructions for code W in the Instructions for the W-2 on page 20:

"Code W—Employer contributions to a health savings account (HSA). Show any employer contributions (including amounts the employee elected to contribute using a section 125 (cafeteria) plan) to an HSA. See Health savings account (HSA)." The IRS instructions could not be more clear.

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