How can I enter HSA contribution outside payroll?

[jacqueline.songting]

The system does not give me option to enter HSA contribution outside payroll

[MindyB]

Here is how you can enter personal contributions to an HSA in TurboTax Online:

• Click on Federal Taxes,  Deduction & Credits
• Choose "add/edit" HSA, MSA Contributions
• You will see a page titled "Your HSA Summary" which will show any deductions already computed from your W-2  
• Choose Edit, Check the box for HSA, Continue
• You'll now see a screen that says "Here's what we have so far" with the information from the 1099-SA, choose "Edit"
• After the entry screen for the amount distributed, double check the number is accurate, continue and when it asks "Did you spend your HSA money on medical expenses only?" answer "Yes", if accurate. 
• Choose done and continue until you get to a screen that says "Let's enter your HSA contributions"
• In the box "Any contributions you personally made (not through your employer)" Here is where you enter the amounts you did NOT contribute through paycheck withholding. 

[vtebbe]

Thank you so much! This just saved me $1000 in taxes! Woohoo!!!

[magandar]

I'm not even getting the screen ""Any contributions you personally made (not through your employer)".  I get all the other questions pages though.

[BillM223]

There appears to have been an issue with the Online product recently where in some cases, taxpayers were not seeing the "Let's enter [your name] HSA contributions" screen, which is a required screen since finding out your HSA contributions is a major reason for the HSA interview. You can enter your personal contributions made directly to your HSA administrator on the second line of this screen.

I recommend that you do an HSA Reset to remove all your HSA data, so that you can start over afresh, and avoid the mysterious situation that has you unable to see this screen.

Just remove all HSA data as shown below. 

HSA RESET

***Reset***

1. make a copy of your W-2(s) (if you don't have the paper copies)

2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)

*** Desktop/Windows***

3. go to View (at the top), choose Forms, and select the desired form (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the screen.

*** Online ***

3. go to Tax Tools (on the left), and navigate to Tools->Delete a form 

4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)

5. go back and re-add your W-2(s), preferably adding them manually

6. go back and redo the entire HSA interview....