HSA Contributions in California State Tax module

Forum|Forum|2 years ago
February 3, 2024
2 replies
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I entered my W-2 information under Federal Tax, including employer HSA contributions (Box 12, code W). Then, when I proceeded to California State Taxes, under "Here's the income that California handles differently", I saw the same amount of my HSA contributions in two different lines: "Income Taxes Exempted by US Tax Treaties" and "Health Savings Account (HSA) Contributions". The latter looks correct. However, HSA contributions have nothing to do with "Income Taxes Exempted by US Tax Treaties", and I don't have such other income exempted by tax treaties under Federal Taxes. I included a snipping of such a screen. Is this a software bug? Could you advise how I can fix it?

TurboTax Deluxe Online

LindaS5247

Check your W-2 entries carefully and make sure nothing was input incorrectly. Try removing and ‌re-entering your W-2(s).

To remove a W-2 in TurboTax Online or Desktop:

Open or continue your return.
From the menu, select Search and type-in W-2.
Select the Jump to link in the search results.
On the Your W-2 info so far screen, select Edit next to the W-2 you want to change.
Select the trash can Delete icon to delete the W-2.

Sign in and continue your return:

Select the magnifying glass, search for W-2 and select the Jump to link.
Select Work on my W-2 and Continue. If you've already entered a W-2 or need to add another one, select Add another W-2.
Enter your Employer Identification Number (EIN) from Box b on your W-2.

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kurochanAuthor

Thank you. As you suggested, I deleted W-2 and re-entered it. However, I still saw the two lines that I referred to earlier on the California State Tax screen. I then clicked on the Edit button for Income Taxes Exempted by U.S. Tax Treaties, and clicked No on the screen below. Afterward, I still saw Income Taxes Exempted by U.S. Tax Treaties in the original California screen. I have not finished all tax return work, but do you think if this will show up (perhaps erroneously) in the line of Income Exempted by U.S. Tax Treaties on Schedule CA?

Screenshot 2024-02-04 090936.png

kurochanAuthor

One of the two screens did not get uploaded correctly. So, I am reposting it.

BillM223

There have been a number of updates to the California program, and this event (of "Income Taxes Exempted by US Tax Treaties" appearing with the HSA number) no longer occurs in the sample return that you send with the token.

Can you confirm that?

@kurochan

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