turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Where do I enter funds that have directly funded my hsa, but not through my employer?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

5 Replies
MindyB
Expert Alumni

Where do I enter funds that have directly funded my hsa, but not through my employer?

Here is how you can enter personal contributions to an HSA in TurboTax Online:

 

  • Click on Federal Taxes,  Deduction & Credits
  • Choose "add/edit" HSA, MSA Contributions
  • You will see a page titled "Your HSA Summary" which will show any deductions already computed from your W-2  
  • Choose Edit, Check the box for HSA, Continue
  • You'll now see a screen that says "Here's what we have so far" with the information from the 1099-SA, choose "Edit"
  • After the entry screen for the amount distributed, double check the number is accurate, continue and when it asks "Did you spend your HSA money on medical expenses only?" answer "Yes", if accurate. 
  • Choose done and continue until you get to a screen that says "Let's enter your HSA contributions"
  • In the box "Any contributions you personally made (not through your employer)" Here is where you enter the amounts you did NOT contribute through paycheck withholding. 

 

Where do I enter funds that have directly funded my hsa, but not through my employer?

in the medical section, the HSA link will ask about contributions made directly.

 

mbn525
New Member

Where do I enter funds that have directly funded my hsa, but not through my employer?

I followed this and it does not appear to get me to that screen.

mbn525
New Member

Where do I enter funds that have directly funded my hsa, but not through my employer?

It just brings me back to the same screen over and over.

TomK2023
Expert Alumni

Where do I enter funds that have directly funded my hsa, but not through my employer?

Have you tried this yet:

 

Add/Edit/Delete personal HSA (Health Savings Account) contributions information (not on your W-2:(

  1. Open your return (if not already open).
  2. Enter "hsa" in the Search box.
  3. Click on "jump to hsa" link.  
  4. Add/Edit/Delete your information. as you proceed through the interview process/

See images below.

 

 

 

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

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question