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pioneerzhu
Level 2

Working on 2019 tax with desktop premier version. It's saying"You may want to withdraw money from your HSA". But I am pretty sure I don't have excess contribution. Ideas?

In 2019 I didn't any have personal contribution, only employer contributed $7xx, far from $3500 limitation and I did the same 0 contribution in 2018 as well.
4 Replies
Critter
Level 15

Working on 2019 tax with desktop premier version. It's saying"You may want to withdraw money from your HSA". But I am pretty sure I don't have excess contribution. Ideas?

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

 

pioneerzhu
Level 2

Working on 2019 tax with desktop premier version. It's saying"You may want to withdraw money from your HSA". But I am pretty sure I don't have excess contribution. Ideas?

Solved!

At page " high deductible health plan (HDHP)", should select yes.

Critter
Level 15

Working on 2019 tax with desktop premier version. It's saying"You may want to withdraw money from your HSA". But I am pretty sure I don't have excess contribution. Ideas?

Yep ... you must  carefully  read all the words on all the screens ... one little miss click will change everything. 

dmarkowitz
New Member

Working on 2019 tax with desktop premier version. It's saying"You may want to withdraw money from your HSA". But I am pretty sure I don't have excess contribution. Ideas?

You just saved me!  Thank you so much!!

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