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Level 1
January 25, 2021
Question

Where do I enter HSA contributions?

  • January 25, 2021
  • 2 replies
  • 0 views
Medical section? No question with regard to contributions?

2 replies

Critter-3
Level 15
January 25, 2021

The HSA is handled in 3 parts in the TT program :

First the contribution:

https://ttlc.intuit.com/replies/4557768

https://ttlc.intuit.com/replies/4785646

 

Next the limitations screen to confirm you are eligible to make the contributions:

Until you complete the HSA portion of the TurboTax interview to establish your eligibility for an HSA contribution, TurboTax will treat the amount entered on the W-2 form as an excess HSA contribution.

https://ttlc.intuit.com/replies/4788059

 

And lastly any distribution:

https://ttlc.intuit.com/replies/4787864

 

 

Level 2
December 9, 2021

You can go through Step-By-Step -> Personal -> Deductions & Credits -> I'll Choose... -> Medical -> Visit All.  If you do this or go direct to forms, contributions by employers & you made via payroll deductions should be reported on W-2 Box 12 code W & amount, also answer question in Turbo Tax next to Box 12 which should be same amount reported under code W. If you contributed outside your payroll, enter on Form 8889(T or S) line 2, I suggest selecting '+' to enter supporting details for your future reference.