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New Member
posted Feb 25, 2026 2:41:50 PM

HSA

Quick question:

I'm in the middle of preparing taxes through turbotax. We have an HSA account and when I clicked on option that says we are covered by HDP (high deductible plan) then my federal refund suddenly got a lot bigger. I just want to make sure this sounds correct

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2 Replies
Employee Tax Expert
Feb 25, 2026 2:58:32 PM

Yes, this is the expected behavior.

 

In order to make contributions to a Health Savings Account, you need to have High Deductible Health Plan Coverage.  TurboTax was considering these contributions to be taxable until you checked that you High Deductible Health Plan.  I used a mock return to confirm that the refund did increase when I checked that the taxpayer had an HDHP.  

Level 15
Feb 26, 2026 9:04:23 AM

it depends on how the qualified HSA contributions were made. If 100% through your employer, there should be no effect on your income taxes because wages in box 1 of the W-2 were already reduced. You do not enter them as personal contributions. They will appear on line 9 of Form 8889. Direct personal contributions will reduce your taxable income and should appear on line 2