BillM223
Expert Alumni

State tax filing

"I type in HSA I get 4 options

1) overfund HSA

2) 5498 HSA

3) HSA excess

4) HSA interest 

Which of these 4 should I use to accomplish below?"

 

None of the above. Type in hsa and then hit enter without choosing any of those suggested (but wrong) options.

 

"What is the procedure to remove an override?"

 

You might try back into Forms mode (upper right), go to form 8889, and enter the number in that red field (with the exclamation point) the number that was there before. 

 

But, honestly, I don't know if that will work.

 

If you can undo it, then please delete all your HSA data and re-enter it.

 

The way you do this is 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) (PS, to find the W-2s, do a Search on w-2, hit enter, and click on the jump-to link)

 

*** Desktop***

 

3. go to View (at the top), choose Forms, and select the desired form(s) (see #4). 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.

 

This will remove any overrides for sure and let you start over.

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