BillM223
Expert Alumni

After you file

What you are seeing the the data on the Carryover Worksheet which, among many other things, has the carryover of excess HSA contributions from 2019 to 2020.

 

You cannot edit the Carryover Worksheet when using the Online product; in fact, you can't even see it.

 

To run the 2020 return in the way you want, you have two choices: one labor-intensive and the other dangerous.

 

1. The labor-intensive way is to Clear and Start Over your return, and this time do NOT import data from your 2019 return. This means that you will have to enter everything from scratch, like your W-2 information, your personal information, etc. But at least the carryover won't be there.

 

2. The dangerous way would be to try to delete the Carryover Worksheet (if possible). This is dangerous because there are a lot of fields on the worksheet, and you would be deleting them all - and we have no way of knowing what is in it before we delete it.

 

To try to delete the Carryover Worksheet (if this is even possible in Online), do:

 

1. go to Tax Tools (on the left), and navigate to Tools->Delete a form

2. delete form Carryover Worksheet

3. Continue with your return

 

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