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June 5, 2019
Question

Why does Turbo tax keep sending me back to check HSA on my return when I don't have HSA?

  • June 5, 2019
  • 1 reply
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    1 reply

    June 5, 2019

    It is possible to accidentally indicate to TurboTax that you have an HSA when perhaps you don't. If you really don't have an HSA, then please do the following to remove any HSA data from your tax return.

    NOTE: if you see a question "What type of High Deductible Health Plan did you have any December 1, 2017?" (yes, 2017), be sure to answer "NONE".

    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. continue with your return.

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