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February 17, 2020
Question

Employer HSA Contribution by Mistake on 12/27/19 Returned on 1/3/20

  • February 17, 2020
  • 1 reply
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I had a family HDHP with an HSA in 2018, but switched to a non-HDHP for 2019.  My employer had a records mix-up and made an HSA contribution of $153.85 by mistake to my HSA on 12/27/19.  They returned the exact amount on 1/3/20.  On my 2019 W2, it shows $153.85 in box 12a-d.  I plugged this amount into TurboTax Premier 2019, but the final "Smart Check" step keeps asking me to complete a 8889-T and select my coverage HDHP coverage in 2019.  Since I didn't have a HDHP in 2019 (and since the mistaken contribution was returned), can I just enter $0 for 2019? 

1 reply

KrisD15
February 17, 2020

I would tell the employer to issue a corrected W-2 without the 153.85 listed. 

It was their mistake, you shouldn't have to pay for it. 

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