The following answer may seem convoluted, but you will fix your problem more quickly if you just follow these instructions. After you got the excess employer contribution message, it appears that you changed something else that caused the excess employer contribution message to no longer be needed (if, for example, you changed/corrected your personal contribution because you realized that that was already included in the employer contribution). After the change, TurboTax no longer believes that you have an excess employer contribution, but as noted below, TurboTax has not forgotten this number.
Really, trust me, the easiest way to fix this is to just delete your HSA information as described below and start over.
*** Line 12B issue ***
Sometimes when you enter an amount into TurboTax, it hangs on to a value even if it doesn't apply any longer, but because of the dynamic nature of the screens, you don't get to see the same screen again to fix it.
Line 12B is the excess HSA contributions withdrawn after the end of the year. This refers to the screen on which you indicated how much excess contributions you agreed to withdraw before the end of the year when TurboTax told you that you had excess contributions.
But if you fix some other entries so that you don't have an excess any longer, TurboTax still has this number and you won't see the same screen again to zero it out.
So the thing to do is to delete all your HSA information and re-enter it.
Please do it this way:
- make a copy of your W-2(s) (if you don't have the paper copies)
- delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen
*** Desktop***
- 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 ***
- go to Tax Tools (on the left), and navigate to Tools->Delete a form
- delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)
- go back and re-add your W-2(s), preferably adding them manually
- return to the HSA interview (Do a Search for hsa and click on the jump-to result)
