BillM223
Employee Tax Expert

Deductions & credits

I imagine that any charge is a function of if you paid for TurboTax or for any add-ons (like Max). And, we in the Community have little knowledge and no control over that part of the system anyway (our main mission is to answered tax/law oriented questions). 

 

Listen, if you call the number and get asked to pay a fee (and decline), I have one more option - to delete all of your HSA data and start over. I don't know why your HSA interview experience is so different most other taxpayers, but the last resort of deleting your HSA data to start over has helped many.

 

If you want to do this, please see the following:

 

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 the upper right and click on Forms, and 

4. 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 form’s screen.

 

*** Desktop/Mac***


3. Switch to Forms Mode by selecting the Forms icon.

4. From the menu, select the form (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].

 

*** 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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