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Level 1
posted Feb 5, 2025 5:48:43 PM

I am finishing up my Wisconsin state taxes but there is something I need to fix. It says Schedule l: Part ll, Line 1a, Col II must be entered. Where can i find this info?

Column II states :Amount determined under IRC in effect Wisconsin, and it is asking for Adjustmens: medical expenses. there is also a note: Note: All medical expenses should be entered in the medical expense section on thefederal return. The medical expense amount from federal Schedule A, Itemized Deductions,line 1 will transfer to line 1 of this worksheet and federal Schedule A, line 4 will automaticallytransfer to line 1a, column I. This amount is the medical expenses above 7.5% of thefederal adjusted gross income. I have already entered this info in federal so i am very confused please help! Thank you!

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1 Best answer
Employee Tax Expert
Feb 7, 2025 9:59:35 AM

This prompt asks whether there should be an adjustment for an HSA you may have had prior to 2011. If you didn't have an HSA in those years, enter 0. If you did have a HSA in those years, enter any balance of your HSA as of December 31, 2010 less amounts distributed in 2011-2023. You may have accidently skipped the screen, Adjustments for Pre-2011 Contributions, when completing your Wisconsin return. 

 

Per the Wisconsin Schedule I instructions, Wisconsin follows the federal treatment of distributions from an HSA for 2011-2024. However, if a portion of your distribution was allocated to the balance in your HSA as of December 31, 2010, you may be able to treat all or part of the distribution as a medical expense.

2 Replies
Employee Tax Expert
Feb 7, 2025 9:59:35 AM

This prompt asks whether there should be an adjustment for an HSA you may have had prior to 2011. If you didn't have an HSA in those years, enter 0. If you did have a HSA in those years, enter any balance of your HSA as of December 31, 2010 less amounts distributed in 2011-2023. You may have accidently skipped the screen, Adjustments for Pre-2011 Contributions, when completing your Wisconsin return. 

 

Per the Wisconsin Schedule I instructions, Wisconsin follows the federal treatment of distributions from an HSA for 2011-2024. However, if a portion of your distribution was allocated to the balance in your HSA as of December 31, 2010, you may be able to treat all or part of the distribution as a medical expense.

Level 1
Feb 7, 2025 10:06:04 AM

Wow you are a lifesaver thank you so much!! : )