Why do I get an "Exceeds 0" warning for the Health savings account (HSA) strategy in Intuit Tax Advisor?

Beginning in 2025 (Tax Year 2024), Intuit Tax Advisor will be included with Lacerte and ProConnect Tax. See here to learn more.

You'll receive a warning Exceeds 0 for the Health savings account (HSA) strategy when an amount is enter for the HSA Strategy change box and the Projection start is 0 (zero). The Projection start cannot be 0 and must have contributions entered.

To clear the warning:

1. Go to the Pre-Strategy baseline tab.
2. Expand Adjustments to Income and HEALTHCARE.
3. Enter amounts in the applicable Taxpayer HSA contribution and/or Spouse HSA contribution fields in the Baseline column.