- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Deductions & credits
When you have contributions into or take distributions from an HSA (Health Savings Account), then the IRS requires you to file form 8889. TurboTax fills in form 8889 based on your entries in the HSA interview. You get to the HSA interview by doing a Search (upper right) for "hsa" (lower case and without the double quotes), and jumping to it.
Because you have a code W in box 12 of your W-2, your employer believes you have an HSA (your employer probably helped you set it up).
The 1099-SA is a form you received from the HSA custodian that shows the amount of distributions you paid out of the HSA. You enter the 1099-SA in the HSA interview. The 5498-SA is an informational form that you just put in your tax file - you don't need it for your tax return.
It sounds like you are in the federal Review when you are getting stuck on line 12B on the 8889.
Line 12B contains the amount of excess HSA contributions that you told TurboTax that you would withdraw before the due date of the return.
It is not clear to me from your question what exactly the issue is, whether TurboTax wants you to enter an amount there or doesn't want an amount there. Remember that we at AnswerXchange cannot see your tax return nor the screen that you are on, so it is critical that when you report a problem, that you at the least give us the actual error message.
This value (the excess withdrawn) is one of those variables in TurboTax that has the annoying habit of hanging around even after you have made changes that should have caused it to go away. This could cause difficulties in the federal Rview. So I recommend to you that you delete your HSA information and start over (because it is very difficult to make this entry go away any other way).
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.
‎June 4, 2019
5:25 PM