Skip to main content
April 12, 2022
Question

I think I filed my HSA info incorrectly. I don't know how to get back to it.

  • April 12, 2022
  • 1 reply
  • 0 views
No text available

1 reply

April 12, 2022

To get to the HSA interview, do the following:

 

Do a Search (upper right) for hsa and click on the jump-to link. Just type hsa and hit Enter; ignore any suggested search terms. Mac users must find hsa in the Topics List.

 

This will restart the HSA interview.

 

However, note that sometimes you don't see the same screens due to the dynamic nature of the interviews. If you want to really really start over, you can delete your HSA data and start from scratch. In this case, so the following:

 

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.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"