BillM223
Expert Alumni

Deductions & credits

OK, let's do an "HSA Reset". This will remove all HSA data, even data you can't see, and if we do it right, the MSA data, too.

 

***Reset***

 

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 (1099-SA (if one), 8889-T, 8889-S (if one), and 8853). 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, 8889-S (if one), and 8853.

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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