JohnB5677
Expert Alumni

Deductions & credits

Your HSA is reported in several different areas.  The first is the W-2.  I think you have that all right.  The others are internal to the program.

 

To delete the information you entered in the HSA section of TurboTax, follow these steps:

  1. Go to the Federal tab, and choose Deductions and Credits
  2. Scroll to Medical, and under HAS, MSA Contributions, choose Revisit.
  3. On the screen Tell us about the health-related accounts you had in 2020, uncheck the box for Health Savings Account (HSA)
  4. Continue, and on the screen What type of High Deductible Health Plan did you have on December 1, 2019? check None.
  5. Go back to Medical, and on Medical Expenses click Start.

 

Also, delete any Forms 8889 and 8853 that may have been created, by following the instructions in this link.

 

You may have have received a Form 1099-SA.

 

This will be posted under:

  • Wages & Income
  • Less Common Income
  • Select 1099-SA
  • Select the type of plan
  • Continue through the interview
  • When you get to Did you spend your HSA money on medical expenses only? Say Yes. 
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