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I think that the my HSA contributions are being deducted twice on my return. I can't figure out why.

The pre-tax amount is shown on my W2, but then it is also pulling into the HSA deduction section and increases my refund amount by ~$700 which I don't think is correct. Help!
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3 Replies
PaulaM
Expert Alumni

I think that the my HSA contributions are being deducted twice on my return. I can't figure out why.

Make sure you didn't enter your contributions twice. A common error that usually results in excess contributions is if you, on the Let's enter your HSA contributions screen, accidentally duplicated the amounts already reported in the first line, contributions from Box 12 code W of your W-2. 

On your W-2, the Box 12 code W amount includes both the employer and employee pre-tax contributions, including incentives.  If you contributed to your HSA only through payroll deductions, do not enter them anywhere else in TurboTax.

If you think you may have made this error, revisit the section to edit. 

  • In your open return, select My Account
  • Select Tools
  • Select Topic Search
  • Type 'hsa' in the box, then select GO

See attachment.

https://ttlc.intuit.com/questions/2899169-why-am-i-showing-an-excess-hsa-contribution 

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Mark4585
New Member

I think that the my HSA contributions are being deducted twice on my return. I can't figure out why.

You explain well about the second entry and offer the adivse to edit the form but TurboTax does not allow you to delete the second entry. I have tried for over an hour to figure out how to delete this information and have come to the conclusion that my taxes will not be prepared correctly. Any help on this today would be appreciated.

HopeS
Expert Alumni

I think that the my HSA contributions are being deducted twice on my return. I can't figure out why.

Please see the steps below on how to delete the Form 1099-SA :

 

  1. Select Tax Tools from the menu on the left.
  2. Then select Tools.
  3. When the new menu pops up select Delete a Form.
  4. You will see a list of all the forms in your return.
  5. Find the form that you want to delete.
  6. Select the Form.
  7. Click Delete on the right

You may need to delete the W-2 that shows the HSA (box 12, code w) if you are not able to fix the error. 

 

 TurboTax Online or CD/Download:

  1. Open or continue your return
  2. From the menu, select Search and type in W-2
  3. Select the Jump to link in the search results
  4. On the Your W-2 info so far screen, select Edit next to the W-2 you want to change
  5. Select the trash can Delete icon to delete the W-2

Once you delete the Forms, clear Cache then log back into your TurboTax account and reenter the W-2.

 

@Mark4585 

 

 

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