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I'm on the "Let's enter your HSA contributions". It's pulled in the info for payroll contributions from Box 12, for contributions personally made do I enter an amount?

I personally contributed to my HSA, but as soon as I enter that info into this section it says I have excess funds, but that isn't the case.
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2 Replies
BillM223
Expert Alumni

I'm on the "Let's enter your HSA contributions". It's pulled in the info for payroll contributions from Box 12, for contributions personally made do I enter an amount?

It is possible that you are entering as your personal contributions, amounts that were already payroll deducted which you consider to be "personal". If so, since HSA contributions that are payroll deductions are already part of the amount that is carrying from your W-2 (box 12, code W), you must not repeat that contribution in the second line as a "personal" contribution.

 

This is not obvious, but it is the way the IRS uses the terminology.

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I'm on the "Let's enter your HSA contributions". It's pulled in the info for payroll contributions from Box 12, for contributions personally made do I enter an amount?

Payroll is captured automatically.  The other question is only about out of pocket contributions and does not include payroll contributions.  

 

It is also possible you are being flagged for excess contributions if you have not completed the interview questions about your qualifying insurance. 

 

And of course, it's also possible that you did over-contribute.  We would need more details on that. 

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