I just opened (in 2019) a consolidation account under Fidelity for several HSA accounts my wife had from prior employers. I funded this HSA for prior year (2018) from our personal checking. How do I correctly enter this information into TT given that I have *no* documentation from Fidelity (no distributions)?
You'll need to sign in or create an account to connect with an expert.
It sounds like you made a personal contribution to some HSA. You don't need documentation from Fidelity to file this. Do the following:
1. Do a Search (upper right) for "hsa" (lower case, without the double quotes), and jump to the result.
2. Check that you have an HSA (or your wife, whichever of you owns it).
3. Go through the HSA interview.
4. When you get to the screen with the heading "Let's enter [nam]'s HSA contributions, enter your contribution to the second line - "personally"
5. Finish the HSA interview.
6. Check to see that this amount appears on line 25 of Schedule 1 as an adjustment to income.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
kiwi_jonnyboy
New Member
srivasmongiovi
New Member
user17731008631
New Member
riverratpd
New Member
indycarfan
Returning Member
in Education