The 2017 HSA Smart Worksheet, Line 1, asks for the HSA balance as of 12/31/10, less amount distributed in 2011-2016. I need to look up 7 years of past distributions???

[roccopuppy1]

Or is Line 1 only filled in if I didn't use my HSA for medical expenses?

[BMcCalpin · Accepted solution]

I am assuming that you are a Wisconsin resident, who is seeing the screen shot "Adjustments for pre-2011 contributions"?

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.

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.

If you have no idea if you still had pre-2011 dollars in your HSA in 2017, then just leave this screen blank and continue.

This screen is not required in order to file your Wisconsin return.

You need to complete this screen only if you want to deduct dollars contributed to your HSA prior to 2011 while living in Wisconsin that still by some miracle happen to be in your HSA in 2017, AND which you spent on qualified medical expenses in 2017. If even one of these things does not apply, just leave the screen blank and continue.

[Edited 3/23/2020 4:18 pm CDT - removed screenshot reference]

[pma]

The wording for the first entry box under  Wisconsin Adjustments for Pre-2011 Contributions has not been updated since 2015 and therefore has been incorrect for 4 years!  It says "Value of HSA(s) on December 31, 2010 minus any distributions in 2011, 2012, 2013 and 2014".  I never understood what it was getting at since every year it said to subtract distributions through 2014. When I left it blank this year, the Check This Entry message  correctly states "... less any distributions made in 2011 through 2018." My entries have never activated the Check This Entry message before this year.  I just used up my 2010 HSA balance in 2017 so last year the numbers on my tax return were incorrect due to this error in Turbo Tax instructions. I no longer have the same level of trust in Turbo Tax that I did prior to this.