I am a retired 61 year old with a HSA-qualified HDPP. Turbo Tax won't let me enter the $9550 HSA contribution I made, it just asks for the 1099-SA info. What gives?

[mtnspokes]

I should note that I incorrectly previously checked the "I moved some or all of this money to my HSA as a one-time contribution" in my ira 1099-r section which triggers a once in a lifetime Qualified HSA Funding Distribution (QHFD) which requires a direct trustee to trustee transfer, which this is not. I unchecked it and moved on hoping I enter the contribution elsewhere. But I cannot find a page to enter the information.

[BillM223]

The 1099-SA is the form for a distribution from your HSA, not for a contribution to your HSA.

If you will continue just a couple of screens *** beyond the 1099-SA subsection, you will come to a screen entitled "Let's enter [your name]'s HSA contributions".

There are two lines here. The first line may be prefilled in; it shows the amount that you contributed by means of payroll deduction, which is shown on your W-2 in box 12 with a code of W. Since this number comes from the W-2, it can't be changed here.

The second line is for contributions that you personally made directly to the HSA administrator. This is where you enter your $9,550 HSA contribution. 

After this, be sure to continue all the way through the rest of the HSA interview describing your HDHP coverage and other things until you come to the HSA Summary, then you are done with the HSA entries. This will add form 8889 to your return.

*** the number of screens varies based on the number of 1099-SA screens you see, among other things. Just keep going through the HSA interview, and you should see it.

[mtnspokes]

Thanks. As it turns out the screens you mention would not appear for me.  I asked copilot and it suggested I delete any HSA info to reset the interview questions.  The only way I could find to do this was to click on tax tools then forms and delete forms 8889-S and 8889-T.  Once complete the HSA interview was reset and I finally was presented the screen to enter my HSA contribution as you described.

[BillM223]

I am glad you got to enter your HSA contributions. There have been changes to the flow of the interviews (Step-by-Step); even as we speak, updates to the software have been changing the flow of the interview (Step-by-Step) daily. I have never seen an instance where the "Let's enter [name]'s HSA contributions" would not appear, indeed, it makes no sense that it would not since the contributions are a core element of the HSA process.

I am glad that copilot found my long time answer (I give it dozens of times a year) to do an "HSA reset", a brute force way of solving situations in the HSA interview where the taxpayer has become tangled up. Brute force, but effective. I wish you the best in completing the rest of your return.