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Level 1
April 15, 2026
Question

You have a Health Savings Account (HSA)

  • April 15, 2026
  • 1 reply
  • 50 views
I actually don't have an HSA account. Nor does my spouse. It is stating that I have to upgrade. It doesn't surprise me that TurboTax was in a lawsuit about their "advertising" a few years back. Anyone know how to keep going without losing the two W-2's I had to enter, along with the one child I had? We have literally nothing else to file on. We are just married, filing joint, two jobs, and one kid. I tried "downgrading" but it makes me erase everything. I went back to my income and checked for anything HSA related and didn't find anything in my entries. I even clicked "No" on anything that asked if I had an HSA account. If anyone has any ideas, I'm all ears. Thirty minutes has now been two hours. Thanks TurboSucks, I hope you get toast crumbs in your bedsheets.

1 reply

Level 15
April 15, 2026

Do either one of you have a code W in box 12 on your W-2? That would indicate contributions by your employer to an HSA.

 

Did you autoimport your W-2s? Occasionally, because the data is created by a third party, the import fails and some garbage data is pulled into your return. The following process will fix that.

 

Do the HSA Reset to remove all HSA data in your return, so that you can continue without upgrading.

 

HSA RESET

***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/Windows***

 

3. Go to the upper right and click on Forms, and 

4. Select the desired form (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.


 

*** Desktop/Mac***


 

3. Switch to Forms Mode by selecting the Forms icon.

4. From the menu, select the form (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].

 

*** 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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