BillM223
Expert Alumni

Get your taxes done using TurboTax

"TurboTax error checking keeps bringing me back to form 8889 and the checkbox if I inherited this HSA from a deceased person. I leave it unchecked because I didnt. But I can't get past this error! "

 

I see where this is - it's at the top of the 8889-T and 8889-S. But in 8 years of answering HSA questions, I have never seen it triggered, and I don't know what you could have done to trigger it. By any chance did you make an entry in box 4 on the 1099-SA? Could you put your cursor in that box and click on the delete key a few times? 

 

Is it possible that you entered something in box 4 and hit Continue, yet came back and erased the amount in Box 4?

 

Well, I have spent enough time trying to reproduce this situation.

 

But I have the nuclear option that fixes everything: the HSA Reset. This deletes all HSA data, even data you can't normally get to through the interview screens.

 

The HSA Reset

 

I am asking you to do this procedure so that hidden data that is causing you trouble will be deleted and you can continue.

 

***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 (1099-SA (if one), 8889-T, and 8889-S (if one), and 8853-T (if one) and 8853-S (if one)). 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), and 8853-T (if one) and 8853-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....this should give you a clean slate to start from.

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