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daz3
Level 1

HSA for spouse not checked

Trying to complete my forms and it keeps kicking back a worksheet "HSA Current Year Contribution Adjustment Smart Worksheet" that I have to enter HSA Exempt SP must be entered...  I am unable to enter the number 0 in this worksheet to complete my taxes and it won't pass the review

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1 Best answer

Accepted Solutions
BillM223
Expert Alumni

HSA for spouse not checked

I don't see anything obviously wrong in what you entered. This section (WI HSA) had a lot of work done to it off season, so perhaps that introduced some "opportunities".

 

Let's try this:

 

Go into the Review. 

This same issue will be flagged. ("Check This Entry: Schedule I: HSA Exempt SP must be entered."). Click on the field in blue. Then right-mouse click on this field to open the menu for the field. Then click on Override. Then click on the field again and put a zero in it. Then Continue.

 

On the second Review, it flags the override, but the heading on the screen is "For Your Information", not "Check This Entry". I hope that this means that it won't stop you from e-filing.

 

If you are ready to go with your returns, give it a shot.

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14 Replies
BillM223
Expert Alumni

HSA for spouse not checked

Where do you see this message in the Federal Review? In a State Review? If so, which state?

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daz3
Level 1

HSA for spouse not checked

The state is Wisconsin - Now I am lock on the WI screen for Adjustments for pre-2011Contributions.  This does not apply and 0.00 is not accepted allowing me to go forward

daz3
Level 1

HSA for spouse not checked

I need to complete Schedule 1NPR for Wisconsin instead of Schedule 1.  Turbotax has only completed Schedule 1.  How can I get the correct form to complete the Wisconsin taxes?

 

BillM223
Expert Alumni

HSA for spouse not checked

Resident vs. Nonresident/Part-year resident 

 

WI Form 1NPR is for part-year resident and nonresidents. You evidently told TurboTax that you were a full-year resident, hence you got WI Form 1. One of the first question in the Wisconsin interview is "Was Wisconsin your state of residence all year?" If you said "yes", you get the WI Form 1. If you said "no", you probably get more questions about how long you were there, etc., so you will get the WI Form 1NPR. Please go back and review your entries.

 

HSA

 

As you may know , if you made contributions to an HSA prior to 2011, Wisconsin did not permit the deduction of such contributions. However, subsequent to 2010, Wisconsin passed a law that enabled you to make adjustments to your current income in order to simulate taking the HSA contributions prior to 2010.

 

Early on in the WI interview, you may be asked if you want to make adjustments between the federal and state. For HSA, this includes: "The federal provisions relating to HSAs apply for Wisconsin for 2011-2022. However, an adjustment may be required if you withdrew from the account in 2022, you had an HSA prior to 2011 for which you were not allowed a deduction for Wisconsin for contributions to that account, and you reported the earnings on the account as income on your Wisconsin return" (WI Instructions for Schedule I, line 2).

 

As you can imagine, this does not apply to most taxpayers, because the money you had in the HSA in 2011 is probably long spent.

 

NOTE: this applies ONLY if you were in Wisconsin prior to 2011, filing a state return, and contributing to an HSA at the federal level. If not, leave the section blank and continue.

 

Later, in the Wisconsin interview (where I assume you have the question), the first line asks you for the value of your HSA in 2010, less distributions made in 2011, 2012, 2013, and 2014.

 

The second line asks for your HSA distributions in 2022. Note that this is all expenses (even perhaps for non-medical ones).

 

The third line asks for which of the 2022 distributions were for qualified medical expenses...BUT you are expected to enter no large than the amount in the first line - that is, it is really asking for "what part of the remaining pre-2011 HSA value did you distribute in 2022 for qualified medical expenses?" Viewed this way, because you are charging off some of the 2022 distributions against it the remaining pre-2011 HSA value, it's clear that you can't use more than the remaining pre-2011 HSA amount in 2022 for this purpose. 

 

Just limit the third entry to be no larger than the first entry, and the return will be correct.

 

If you did not have a WI HSA prior to 2011 and/or have already spent everything that was in the HSA in 2011 (spent prior to this year), then you don't want to make any entries.

 

If this applies to you, got back to the beginning of the WI interview, set your residency correctly, and don't make any HSA entries (unless you are on of the very few who actually had an HSA prior to 2011 in WI).

 

Questions?

 

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HSA for spouse not checked

I am getting the same message. This is frustrating!!

BillM223
Expert Alumni

HSA for spouse not checked

You are getting which same message? "I have to enter HSA Exempt SP must be entered"?

 

So were you a WI resident in 2011 or before? Did you have an HSA and contribute to it in 2011 or before?

 

Did you make a "adjustment" between federal and state early in the WI interview? If so, what was it, and why did you make it? And when you go to the HSA screen later in the WI interview, what did you put into the first entry?

 

@cmartino11  

 

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HSA for spouse not checked

I am having the same problem.

HSA for spouse not checked

No, I did not make any adjustment between and Federal and State early in the WI interview.

 

Which HSA screen are you referring to? There are several.

BillM223
Expert Alumni

HSA for spouse not checked

"Later, in the Wisconsin interview (where I assume you have the question), the first line asks you for the value of your HSA in 2010, less distributions made in 2011, 2012, 2013, and 2014.

 

The second line asks for your HSA distributions in 2022. Note that this is all expenses (even perhaps for non-medical ones).

 

@cmartino11

 

 

The third line asks for which of the 2022 distributions were for qualified medical expenses..."

 

Are you saying that you don't see a screen that asks three questions as shown above?

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HSA for spouse not checked

Correct, I do not get a screen asking those questions.

BillM223
Expert Alumni

HSA for spouse not checked

I am having difficulty duplicating what you describe. Could you do me a favor and send me the token to your "sanitized" return (i.e, all personally identifiable information has been removed by TurboTax)?

 

TurboTax Online:  

 

Click Tax Tools in the menu to the left.

Click Tools, and then

Click Share my file with Agent.

 

A pop-up message will appear. Click OK to send the sanitized diagnostic copy to us.

Provide the token number that is generated onto this thread.

 

TurboTax Desktop:

 

Select Online menu if the customer is using Windows. Select “Help” if using a Mac.

Select Send Tax File to Agent.

A pop-up message will appear, and the customer will select, Send. If using Mac "Send Tax File to TurboTax Agent

 

Note: Desktop will save a file to your computer unless you uncheck the box.

Another message will appear. Provide the token number that is generated onto this thread.

 

At the bottom of your reply (with the token) add "@" "BillM223" (without the space in between) so I will be notified.

 

This will let us see what is happening on your return. Thanks.

 

 

 

@cmartino11  

 

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HSA for spouse not checked

"@BillM223"

Token 1108908

BillM223
Expert Alumni

HSA for spouse not checked

I don't see anything obviously wrong in what you entered. This section (WI HSA) had a lot of work done to it off season, so perhaps that introduced some "opportunities".

 

Let's try this:

 

Go into the Review. 

This same issue will be flagged. ("Check This Entry: Schedule I: HSA Exempt SP must be entered."). Click on the field in blue. Then right-mouse click on this field to open the menu for the field. Then click on Override. Then click on the field again and put a zero in it. Then Continue.

 

On the second Review, it flags the override, but the heading on the screen is "For Your Information", not "Check This Entry". I hope that this means that it won't stop you from e-filing.

 

If you are ready to go with your returns, give it a shot.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

HSA for spouse not checked

Thank you Bill! That worked and I was able to proceed to e-file our returns.

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