Question

How to I get to: Let's Enter Your HSA? Where enter HSA?

Forum|Forum|5 years ago
February 16, 2021
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Where is the Jump to button for Let's Enter Your HSA Contribution?

TurboTax Deluxe Online

In most cases, your HSA contribution is reported in Box 12 of your W-2 with the code W (Company Contributions to Health Savings Account).

Tip: Code W actually reports the combined contribution – yours plus your employer's. So if you contributed $1,500 to your HSA and your employer matched it dollar for dollar, Box 12 on your W-2 would show $3,000 with a code W.

But what if I made an HSA contribution that wasn't reported on my W-2?

We'll ask about this uncommon situation when you step through the Medical section. Look for the questions Were HSA contributions made in 2020? or Do you need to make any adjustments to your HSA contribution amount? When you answer Yes, we'll open a screen where you can enter your contribution.

Critter-3

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