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Level 2
posted Jan 18, 2020 6:40:27 PM

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.

0 4 367
4 Replies
Level 15
Jan 18, 2020 7:00:40 PM

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
Jan 18, 2020 7:58:59 PM

Solved!

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

Level 15
Jan 19, 2020 6:41:47 AM

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

New Member
Apr 14, 2022 2:20:53 PM

You just saved me!  Thank you so much!!