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New Member
posted Feb 16, 2025 10:31:15 AM

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

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5 Replies
Expert Alumni
Feb 16, 2025 10:33:57 AM

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. 

 

Level 15
Feb 16, 2025 10:35:05 AM

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

 

New Member
Mar 21, 2025 5:52:00 AM

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

New Member
Mar 21, 2025 5:58:24 AM

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

Expert Alumni
Mar 21, 2025 9:27:06 AM

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.