There are a couple of places that you may need to visit to
report your Health Savings Account (HSA) information in your return if there were either contributions or distributions made during 2017.
First, if any contributions are made through payroll deductions,
the W-2 will show an amount in Box 12 with Code W.
Second, if you used some of the money in the HSA during 2017
you should receive a Form 1099-SA
that will report the distributions. This
form will need to be entered in the return.
Finally, there is a section dealing with HSAs that can be
found in the Deductions and Credits
section of your return. The information
entered there will verify that you were eligible to contribute to the HSA based
on your coverage by a High Deductible Health Plan (HDHP).
Use these steps to go directly to that section of the return
to work on the HSA information:
-
On the top row of the
TurboTax online screen, click on Search (or for CD/downloaded TurboTax
locate the search box in the upper right corner)
-
This opens a box where you
can type in “hsa” (be sure to enter exactly as shown here) and click the
magnifying glass (or for CD/downloaded TurboTax, click Find)
-
The search results will
give you an option to “Jump to hsa”
-
Click on the blue “Jump
to hsa” link and enter your information
