topic Re: FHSA Year FHSA Opened in Troubleshooting

FHSA Year FHSA Opened

bduquette — Tue, 17 Mar 2026 16:42:49 GMT

Helping our son and his wife prepare their 2025 returns and noticed a warning for FHSA. For our son, it prompted me to enter the year that he opened his FHSA and a data box was there to enter the date. For our daughter-in-law, same warning, but when I click on the warning it takes me to the same field that I used for my son. Under her name on the FHSA Deduction page, there is no box there to enter the year her plan was opened. Anyone else having this issue?

Re: FHSA Year FHSA Opened

bduquette — Tue, 17 Mar 2026 16:52:37 GMT

Further info - I went to the actual form section and specifically went to Schedule 15. I was able to add in the year the plan was opened for her, but when I go back to Easystep, the year still doesn't display, even though I populated it. Thinking there is a glitch in the Easystep process.

Re: FHSA Year FHSA Opened

TurboTaxAniqua — Tue, 17 Mar 2026 20:16:33 GMT

Thanks for letting us know. We'll take your feedback into account. Are you getting any warnings? Or are you good to Netfile?

Re: FHSA Year FHSA Opened

bduquette — Tue, 17 Mar 2026 21:45:18 GMT

No, I was able to file with no issues. Just very confusing as to why that data box was not there. I'm sure I'm not the only one, so thanks for looking into that.

Re: FHSA Year FHSA Opened

TurboTaxAniqua — Tue, 17 Mar 2026 22:19:18 GMT

My pleasure! Glad that Netfile went through successfully!

Re: FHSA Year FHSA Opened

TurboTaxStdUser — Fri, 20 Mar 2026 04:34:52 GMT

Hi, I'm getting the same error: "Enter the year you opened your first FHSA or became a successor holder, and ensure any prior year indications of status are accurate."
On the FHSA page in EasyStep, I entered the year I opened my first FHSA. I also checked in Forms view under Section 15, Step 1, and the box for “If Yes, indicate the year you opened your first FHSA/became a successor holder” is filled in with the correct year.
I've also tried using Forms view in the TurboTax Standard Desktop app to clear Schedule 15. I'm currently running version 00.01.61, build 6002 068G22. I'm not sure if deleting the form would help, and if so, I'm not sure how to do this.
However, when I try to file using NETFILE, I still get the error message, and it prevents me from filing until I fix it. Thank you for any help you can provide.

Re: FHSA Year FHSA Opened

TurboTax_Susan — Fri, 20 Mar 2026 17:02:09 GMT

@TurboTaxStdUser What year did you open your FHSA?

Re: FHSA Year FHSA Opened

TurboTaxStdUser — Fri, 20 Mar 2026 19:40:57 GMT

2024

Re: FHSA Year FHSA Opened

TurboTax_Susan — Fri, 20 Mar 2026 19:54:55 GMT

@TurboTaxStdUser The question "Did you open your first FHSA or became a successor holder in 2025 or a previous year" is asking two things:

Did you open your first FHSA in 2025?
Did you become a successor holder in 2025 or a previous year?

So, if you opened up your FHSA in 2024, and you didn't inherit it from a deceased spouse/partner, you would answer NO to that question, and leave the rest of Section 1 of Schedule 15 blank.

Re: FHSA Year FHSA Opened

bduquette — Fri, 20 Mar 2026 20:03:05 GMT

That question is far from being worded clearly, in my opinion. In fact, I didn't interpret it that way at all. I read it as "Did you open your first FHSA or became a successor holder in 2025 or a previous year?", meaning did you open a FHSA in 2025 or a previous year, which applied in my case. If it is truly two questions as you suggest, it should read "Did you open your first FHSA in 2025 or became a successor holder in 2025 or a previous year".

Re: FHSA Year FHSA Opened

TurboTax_Susan — Fri, 20 Mar 2026 20:21:22 GMT

@bduquette It's based on what the CRA has.

TurboTax Desktop:

CRA Schedule 15

Re: FHSA Year FHSA Opened

TurboTaxStdUser — Sat, 21 Mar 2026 02:51:00 GMT

Hi, Thanks for your reply .

@TurboTax_Susan

I made the following modifications to schedule 15, step 1.

However when I try to send to Netfile I now get this error "You entered a T4FHSA slip for 2025; you must specify the year you opened your first account. If it was before 2025, enter the amounts from your FHSA participation room statement(s)."

I made contributions to FHSA in 2024 and 2025 .

So... I go back to the forms view and make the following change:

When trying to submit to netfile for the second time with the change above , I get the original error : "Enter the year you opened your first FHSA or became a successor holder, and ensure any prior year indications of status are accurate."

Re: FHSA Year FHSA Opened

TurboTaxAniqua — Sat, 21 Mar 2026 15:20:00 GMT

@TurboTaxStdUser We suggest you contact our Product support team. They have access to tools we don't have here in the Community, like screenshare, and investigate this issue for you.

Re: FHSA Year FHSA Opened

Pandora0142 — Sun, 22 Mar 2026 03:56:30 GMT

Hi @TurboTaxStdUser,

I just had the same issue that you did. After looking online for a long time and then eventually reading the fine print instructions on Schedule 15 in Forms view, I realized that the entirety of Step 1 should be blank if the FHSA account was opened in 2024 (like mine was). I had the year 2024 input, since that is the year I opened the account. However, since I didn't open anything in 2025, this should be entirely blank. After removing the year, my NETFILE error went away!!

Hope this helps!!

Re: FHSA Year FHSA Opened

OrangeKat — Sun, 22 Mar 2026 23:32:08 GMT

Hi there, I am having a similar issue, but getting an error message, so I am prevented from efiling due to the error. The error message says: Enter the year you opened your first FHSA or became a successor holder, and ensure and prior indications of status are accurate.

There was no box for me to input the year (though there was a box for my spouse), so I input it directly into the schedule 15 form. This did not solve my issue, as I continue to get this error message and am prevented from efiling my return. I was able to efile my spouse's return.

This appears to be a bug with Turbotax. I hope it is solved soon, so I don't have to print and mail my return.

Kathleen Power

Re: FHSA Year FHSA Opened

TurboTax_Susan — Sun, 22 Mar 2026 23:41:40 GMT

@OrangeKat The question "Did you open your first FHSA or became a successor holder in 2025 or a previous year" is asking two things:

Did you open your first FHSA in 2025?
Did you become a successor holder in 2025 or a previous year?

So, if for example you opened up your FHSA in 2024, and you didn't inherit it from a deceased spouse/partner, you would answer NO to that question, and leave the rest of Section 1 of Schedule 15 blank.

Re: FHSA Year FHSA Opened

OrangeKat — Sun, 22 Mar 2026 23:49:54 GMT

Darn, that means I answered it wrong for my spouse whose efile was accepted. What a weirdly worded question.

Re: FHSA Year FHSA Opened

OrangeKat — Mon, 23 Mar 2026 00:03:12 GMT

It's interesting that my spouse did not get the same error message as I did.

Re: FHSA Year FHSA Opened

ckchow — Tue, 24 Mar 2026 06:22:55 GMT

Hi, I am in the same situation and had the same error. I removed the year 2024 from the schedule 15 directly (since turbotax won't let me do it in easystep) and was able to netfile. Thanks a lot!

Re: FHSA Year FHSA Opened

TurboTaxAniqua — Tue, 24 Mar 2026 12:09:33 GMT

@ckchow I'm glad to hear that Netfile went through. Thank you for the update!