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jstage
New Member

Entering HSA ti Deductions & Credits

When I enter information from W-2, there is a note "Be sure to add HSA into Deductions & Credit"  Where exactly do I enter this and why doesn't program automatically do this?

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1 Reply

Entering HSA ti Deductions & Credits

The HSA is handled in 3 parts in the TT program :

 

First the contribution:

https://ttlc.intuit.com/replies/4557768

https://ttlc.intuit.com/replies/4785646

 

Next the limitations screen to confirm you are eligible to make the contributions:

Until you complete the HSA portion of the TurboTax interview to establish your eligibility for an HSA contribution, TurboTax will treat the amount entered on the W-2 form as an excess HSA contribution.

https://ttlc.intuit.com/replies/4788059

 

And lastly any distribution:

https://ttlc.intuit.com/replies/4787864

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