Person82
New Member

Incorrect Registered Savings Plan Summary (FHSA)

On the Registered Savings Plan Summary screen, the qualifying withdrawals made on 2025 are listed as 0 and not the amounts listed in line 59 of Schedule 15. I did try re-entering the qualifying withdrawal amount into box 20 of the T4FHSA and the summary screen still shows 0. How can I fix this issue?

Troubleshooting

Make sure the software is up to date, and double-check the information below.

 

Does Box 20 on the T4FHSA match the amount on Line 59 of Schedule 15 exactly (part 4)?

Is there a 'Type of Withdrawal' code selected on the T4FHSA entry screen?

On Schedule 15, is the 'Designation of qualifying withdrawal' checkbox marked?

If you double-click Line 59, does it take you back to Box 20 of the T4FHSA, or does it take you to a worksheet?"

 

On the T4FHSA form in Forms Mode, look for a 'Qualifying Withdrawal' checkbox. Is it checked 'Yes'

Open the 'FHSA History' or 'FHSA Worksheet' from the forms list. Does it show any errors or '0' values in the 2025 column?

 

Thank you for choosing TurboTax.

Person82
New Member

Troubleshooting

Box 20 of the T4FHSA matches Line 59 exactly.

I cannot find a Type of Withdrawal checkbox on the T4FHSA entry screen. There is no Designation of Qualifying Withdrawal checkbox on Schedule 15 that I can see.

Double-clicking line 59 takes me to Box 20.

There is no Qualifying Withdrawal checkbox on the T4FHSA form.
The FHSA History or FHSA Worksheet are no on the forms list.

 

This is happening with both entered FHSAs (joint return).