BillM223
Expert Alumni

Deductions & credits

Well, Marc, you have exactly hit on the next recommended step:

A. Copy your personal tax files somewhere safe (very rarely reinstalling causes issue)

 

B. Reinstall the original software.

 

C. Reopen the software and agree to the updates. Without a doubt, this will take a while.

 

D. Re-open your return, and see if the $7,000 has changed.

 

E. If this does not change the $7,000, then you may have to delete all your HSA data and start over, in case TurboTax is holding on to some numbers. To delete your HSA data, 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. 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.

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