BillM223
Expert Alumni

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"You may want to withdraw money from your HSAs.  It looks like Ken has an excess contribution of $500. "

 

This should not happen unless you indicated that the (or an) HSA was owned by you. 

 

Your spouse made HSA contributions through her W-2 (box 12 code W), right? In the screens after entering the W-2, did you indicate that your spouse put all of her HSA contributions into her HSA or your HSA (or both is possible)? Go back and see what you answered.

 

When you started the HSA interview, the landing page should ask about your Health Accounts. Were the boxes for both taxpayers checked for HSA? They should not have been; only hers should have been.

 

Then when you went through the HSA interview, were you asked about your HSA?

 

I can't reproduce what you are describing unless I make an error in attribution for the HSA.

 

Please go through the interview again to see if there are any anomalies in the your data entry.

 

If you just can't find it, I suggest that you delete all HSA data and re-enter it. This is sometimes faster than going through the interview over and over again.

 

***HSA 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. 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.

 

 

P.S. If you see the question, "What type of High Deductible Health Plan did Ken have on December 1, 2019?" (yes, 2019), be sure to answer NONE, because this question does not apply to you.

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