BillM223
Expert Alumni

Deductions & credits

OK, I want to confirm that you are saying that when you enter the 1099-SA, that the amount of the distribution was added to Other Income on line 8 of Schedule 1 (1040), and that it was never removed even when you finished the HSA interview.

 

By finish, I meant that you went through all the HSA screens until the interview process brought you back to Deductions and Credits, i.e., that you did not jump out of the interview right after entering the 1099-SA.

 

Also, is the distribution on the 1099-SA,"Normal"?

 

OK, if it still doesn't work, you'll need to delete all your HSA information and start the HSA interview over again.

 

***

 

NOTE: if you see a question "What type of High Deductible Health Plan did you have any December 1, 2019?" (yes, 2019), be sure to answer "NONE".

 

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. got back to the HSA interview and go through it.

 

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