California - HSA Contribution by Employer Code on Form W-2
1

Employer contributions to your Health Savings Account are reported on Form W-2 Wage and Tax Statement, Box 12 with a code "W." An amount entered here will flow to Line 7, Column C of California Schedule CA. The amount is then added to the income total on Line 16 of California Form 540.

See Form W-2 - Entering in Program.

To enter employer contributions for California:

  1. From within your TaxAct return (Online or Desktop), click Federal. On smaller devices, click in the upper left-hand corner, then click Federal.
  2. Click Wages and Salaries in the Federal Quick Q&A Topics menu to expand, then click Wage income reported on Form W-2.
  3. Click + Add Form W-2 to create a new copy of the form or click Edit to review a form already created.
  4. Continue with the interview process to enter all of the appropriate information.
  5. On the screen titled W-2: Enter Taxpayer's/Spouse's information, select "W - Employer contributions to your Health Savings Account" from the Box 12 - Letter code drop-down, enter the Box 12 - Amount, then click Continue.

Additional Information

Per the California Instructions for Schedule CA (540):

Employer health savings account (HSA) contribution. Enter the amount of any employer HSA contribution from federal Form W-2, Wage and Tax Statement, box 12, code W on line 1, column C.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.