Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Returning Member
posted Feb 17, 2020 11:43:21 AM

Adjustments for Pre-2011 Contributions for WI

I trying to fill out this page but I was not a resident of Wisconsin until late 2016.  Would I still use my December 31, 2010 HAS(s) values and distributions for 2011, 2012, 2013 and 2014 even though I was not a WI resident?  

0 1 117
1 Replies
Expert Alumni
Feb 17, 2020 3:59:08 PM

Yes, there may be an adjustment to the federal amount if

  • You had a federal HSA prior to 2011
  • You were not allowed a deduction for Wisconsin for contributions to that account
  • You reported the earnings on the account as income
  • You had a balance in the account as of December 31, 2010  

See Health Savings Accounts Fact Sheet 1105