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Level 4
February 15, 2026
Question

CA HSA Add back to taxable income NOT Correct

  • February 15, 2026
  • 2 replies
  • 13 views

Just a heads up Ya'll.  Lacerte's CA add back to W-2 income in 2025 does not agree with the amount recorded on the W-2 screen for employer paid HSA contributions.  W-2 screen posting with code W is $3500 but CA is only increasing CA W-2 income by $3400.  What the HECK!  We had to record another $100 add back on CA Sch CA to get this correct.

2 replies

abctax55
Level 15
February 15, 2026

FWIW... it is working fine for me.  I test drove one - single, with $ 3500 contributed by ER.

HumanKind... Be Both
Level 6
February 16, 2026

Did you have an entry for California wages, or did you leave it blank?

BowieAuthor
Level 4
February 16, 2026

You are brilliant!  We did record CA wages and the employer made a mistake and reported CA wages $100 too high.  Thank you!!

abctax55
Level 15
February 16, 2026

Hmmm.... inquiring minds want to know which number is correct?

HumanKind... Be Both