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February 23, 2022
Question

Is anyone experiencing issue with Turbo Tax stating excess contributions to HSA when there are NOT excess contribution to HSA?

  • February 23, 2022
  • 1 reply
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1 reply

February 23, 2022

Try the following steps to resolve this issue:

 

Within your federal taxes:

  1. Go to Deductions & Credits, click Edit next to HSA, MSA Contributions
  2. Check the box Health Savings Account  (HSA) on the next screen
  3. Answer No to Did you use your Health Savings Account (HSA) to pay for anything in 2021?
  4. Answer No to Did you inherit this HSA?
  5. Continue till you reach the screen that says Were you covered by a High Deductible Health Plan (HDHP) in 2021, and select Yes, I was covered by an HDHP during at least one month during 2021.
  6. Choose one of the options under What type of HDHP coverage did you have during 2021?
  7. On the next screen, answer No to Did you overfund your HSA in 2020?
  8. Click Done

 

[Edited on 2/26/2022|11:55 AM, PST]

 

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