BillM223
Expert Alumni

Retirement tax questions

Occasionally there are fields in TurboTax that you can't get back to, due to the dynamic nature of the order of input screens. This is one example, because no matter how hard you try, you can't get back to that screen to enter a different number.

 

The solution is to delete all HSA data in your return and restart the HSA interview. This will clear that "hidden" number. 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.

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