Entering information into your return regarding Health Savings
Account (HSA) contributions is a two-step
process.
The first step occurs when you enter your W-2 that includes contributions to the HSA. Then, the second step is to verify your eligibility to contribute to
the HSA due to coverage under a High Deductible Health Plan. TurboTax should give you a reminder to work
on your HSA a little later in the process to complete that second step. Once complete, the message about excess
contributions should disappear.
If you have not already done so, use these steps to go to the
section of your return to verify your eligibility to contribute to the
HSA:
-
On the top row of the
TurboTax online screen, click on Search (or for CD/downloaded TurboTax
locate the search box in the upper right corner)
-
This opens a box where you
can type in “HSA” (be sure to enter exactly as shown here) and click the
magnifying glass (or for CD/downloaded TurboTax, click Find)
-
The search results will
give you an option to “Jump to HSA”
-
Click on the blue “Jump
to HSA” link and enter your information
