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April 14, 2023
Question

I have 5498-SA form which is only for informational purposes only but TurboTax is still counting it as HSA contributions and asking for 1099-SA and form 8889. What to do?

  • April 14, 2023
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1 reply

April 14, 2023

Do you have an HSA? Did you (or your employer) make contributions to or take distributions from your HSA? If not, you do not need to report on your HSA.

 

When you got the 5498-SA, what did you do with it, in terms of entering things into TurboTax?

 

If you need to delete all HSA data and maybe start over, do an HSA Reset to delete all HSA data.

 

***HSA RESET***

 

1. make a copy of your W-2(s) (if you don't have the paper copies)

2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)

 

*** Desktop***

 

3. go to View (at the top), choose Forms, and select the desired form. Note the Delete Form button at the bottom of the screen.

 

*** Online ***

 

3. go to Tax Tools (on the left), and navigate to Tools->Delete a form

 

4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one) 

5. go back and re-add your W-2(s), preferably adding them manually

6. go back and redo the entire HSA interview, if required.

 

 

 

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