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

by Intuit Updated 1 month ago

Beginning in 2025 (TY24), Intuit Tax Advisor will be included with Lacerte and ProConnect Tax with Advanced User access permissions. 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.
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