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richardtwaldrop
Returning Member

HSA Excess Contributions

My spouse has combined employer/employee HSA contributions of $4400.00 for a family High Deductible health insurance plan. If the limit is $7200.00 for married why is turbo tax indicating there are excess contribution?

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2 Replies
JamesG1
Expert Alumni

HSA Excess Contributions

Your spouse reported $4,400 in box 12 code W of the W-2.

 

HSA information is entered at Federal / Deductions & Credits / Your tax breaks / Medical / HSA, MSA Contributions.

 

At the screen Was XX covered by a High Deductible Health Plan in 2021? did you select I was covered by a Family Plan every month of the year?

 

Did you encounter the screen Did any of your HSA contributions go into your spouse's account? when you entered HSA information?

 

Did you report Yes or No?

 

Please clarify.

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HSA Excess Contributions

did you personally have general health insurance coverage that was not a high deductible plan?

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