BillM223
Expert Alumni

Get your taxes done using TurboTax

Form SSA-1099 is for Social Security. Form 1099-SA is for HSA distributions.

 

So is the TurboTax Review telling you you have an HSA but you don't?

 

It's easier than you think to accidentally indicate to TurboTax that you have an HSA when you don't. To delete all HSA information, please do the following:

 

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 (see below). 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.

 

If you see the question, "What type of High Deductible Health Plan did [name] have on December 1, 2020?", answer NONE. This question is not for you.

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