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36007_08042
New Member

The contributions I made to my HSA aren't showing up as deductible on my 1040. I have a HDHP.

TurboTax seems to think that all of my HSA contribution were employer funded, when that is not the case.
1 Best answer

Accepted Solutions
AnnetteB
Intuit Alumni

The contributions I made to my HSA aren't showing up as deductible on my 1040. I have a HDHP.

If all of the HSA contributions were reported on your W-2, then they were made with pre-tax funds and will not show as a deduction on your return.  This is the case whether the employer provided the funds or you provided the funds through payroll deductions. 

If you made other contributions to the HSA outside of payroll deductions, then those contributions are entered on their own within the tax return and will be shown as a deduction.  Use the following steps to go to the sections of the tax return to enter your separate contributions:

  • 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

 

The first screen of this section will show a check-box entry to indicate that you have a Health Savings Account.  Next will be information about any Form 1099-SA entries.  Continue past this page and the HSA accounts will be handled one at a time (if both you and a spouse have accounts). 

After the question regarding inheriting the account, there will be a screen asking “Do you need to make any adjustments to your HSA contribution amount?”  Choose Yes and move forward.  The next screen will ask you to enter your contributions.  Any contributions made by you directly into the HSA with after-tax funds should be entered in the last box labeled All Other Contributions

Please see the picture below for reference.

 

 


View solution in original post

1 Reply
AnnetteB
Intuit Alumni

The contributions I made to my HSA aren't showing up as deductible on my 1040. I have a HDHP.

If all of the HSA contributions were reported on your W-2, then they were made with pre-tax funds and will not show as a deduction on your return.  This is the case whether the employer provided the funds or you provided the funds through payroll deductions. 

If you made other contributions to the HSA outside of payroll deductions, then those contributions are entered on their own within the tax return and will be shown as a deduction.  Use the following steps to go to the sections of the tax return to enter your separate contributions:

  • 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

 

The first screen of this section will show a check-box entry to indicate that you have a Health Savings Account.  Next will be information about any Form 1099-SA entries.  Continue past this page and the HSA accounts will be handled one at a time (if both you and a spouse have accounts). 

After the question regarding inheriting the account, there will be a screen asking “Do you need to make any adjustments to your HSA contribution amount?”  Choose Yes and move forward.  The next screen will ask you to enter your contributions.  Any contributions made by you directly into the HSA with after-tax funds should be entered in the last box labeled All Other Contributions

Please see the picture below for reference.

 

 


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