BillM223
Employee Tax Expert

Deductions & credits

There appears to have been an issue with the Online product recently where in some cases, taxpayers were not seeing the "Let's enter [your name] HSA contributions" screen, which is a required screen since finding out your HSA contributions is a major reason for the HSA interview. You can enter your personal contributions made directly to your HSA administrator on the second line of this screen.

 

I recommend that you do an HSA Reset to remove all your HSA data, so that you can start over afresh, and avoid the mysterious situation that has you unable to see this screen.

 

Just remove all HSA data as shown below. 

 

HSA RESET

***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/Windows***

 

3. go to View (at the top), choose Forms, and select the desired form (1099-SA (if one), 8889-T, and 8889-S (if one)). 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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