HSA contribution for Part-year CA and Part-year NY

[MJ50]

Hello,

My employer contributed HSA and each CA and NY state and NY city HSA contribution is entered on my W-2.  My California tax indicates that "California handles differently" which I think I entered CA portion right, but I cannot find it for my NY HSA on my NY state and New York city form.   I did enter the total contribution in my federal form but cannot find where to enter my NY portion.  Do I even have to enter the NY portion separately?   Please help! Thank you!

MJ

[DMarkM1]

No.  There is nothing to enter separately for NY with regards to your HSA contributions.  The amount in box 12 Coded W is excluded from federal adjusted gross income (AGI) which transfers to your NY return and thus is properly excluded there.

CA however taxes HSA contributions.  So initially it has been excluded from CA taxes because it was not in federal AGI and you have to add it back in to CA income in the CA state interview.