TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Solved

Where do I find the screen where I choose between having gotten a 1095-B form or having a HSA account. I am using Turbotax Deluxe.

Forum|Forum|2 years ago
February 9, 2024
1 reply
0 views

I made the mistake of reading the 3 options TT gave me incorrectly, and now the program thinks I have a HSA instead of getting a 1090-B form showing I have personal health insurance. I can't seem to locate that screen I need to change the choice I made.

TurboTax Deluxe Online

Best answer by okey1211

Thank you. That screen shot you posted at the bottom is exactly the screen I'm looking for to change. Unfortunately, TT isn't working for me right now. Search isn't working, neither is help. (I presume that is where you want me to type into)

Enter health insurance in TurboTax:

Open your return.
Enter health insurance in the Search box.
Click on jump to health insurance link.
Answer No, I did not have a 1095-A (Marketplace insurance).

The IRS doesn't need any details from your 1095-B or 1095-C., these forms are for your records.

Enter HSA insurance in TurboTax:

Open your return.
Enter hsa in the Search box.
Click on jump to hsa link.
Answer None of the above about having an HSA or MSA.

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

okey1211AuthorAnswer

Thank you. That screen shot you posted at the bottom is exactly the screen I'm looking for to change. Unfortunately, TT isn't working for me right now. Search isn't working, neither is help. (I presume that is where you want me to type into)

If you're in TurboTax Online, close the program, clear your Cache and Cookies and see if your Search is working now.

Or, in the Deductions & Credits section, scroll down the topic listing to 'Medical, HSA, MSA, Contributions, etc.'