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February 5, 2020
Question

How do I know which codes/amounts to enter for my HSA contributions. I am trying to figure out what was the employer contribution and my contribution?

  • February 5, 2020
  • 1 reply
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February 5, 2020

Review your W-2 Form to determine if the amount is pulling through from your wage input.  

 

On your W-2, it would be reflected in Box 12, as Code W.

 

 

You may need to enter additional information to complete the HSA calculation as follows:

 

Go to the Federal section of the program and select "Deductions & Credits".

  1. Select Medical (you may have to select see all if you do not see this option)
  2. Under Medical, select "HSA, MSA Contributions"
  3. Follow the screens and answer the questions 
  4. Enter any information from any 1099-SA forms.  
  5. Confirm whether the distributions were used on medical expenses.
  6. Confirm if you or your spouse were covered under a "High Deductible Health Plan" (HDHP).  If you answer no here, the program may result in a lapse of coverage warning, so please verify your answer here to avoid the error.

HSA input

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