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March 25, 2020
Question

It is saying I had an excess contribution on my HSA, but they are not going by the family contribution numbers. How do I fix this?

  • March 25, 2020
  • 1 reply
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1 reply

Critter
Employee
March 26, 2020

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