Deductions & credits

These messages do not make sense. The Line 12 worksheet adds up the excess employer contributions less any withdrawals before the tax return due date. If the employer contributions are greater than the annual HSA contribution limit, the line 12 itself should be blank or zero.

Line E of the Line 9 Smart Worksheet refers only to employer contributions that were made to your HSA that were not reported on your W-2 - a fairly rare case.

Since TurboTax is completing this form based on your input, it is difficult to imagine what you entered that caused these messages.

Rather than just guessing, I would encourage you to reset (delete) your HSA information and to start over. 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. 

View solution in original post