BillM223
Expert Alumni

Retirement tax questions

I don't know what your current state is. "comes up with over and over check entry for box 2 contributions that I transfered from savings to the HSA " - what does this refer to?

 

"don't see any red boxes in the worksheet" - worksheet? Are you in Forms mode? You are not going to fix your issue in Forms mode.

 

Instead, do the following: 

1. Delete all HSA data (see below)

2. review the ways you can accidentally miss-enter data (above)

3. Redo the HSA interview

 

***delete all HSA data***

It is possible to accidentally indicate to TurboTax that you had an HSA when perhaps you didn't. If you did not have an HSA, please do the following to remove all traces of HSA information from your return.

 

NOTE: if you see a question "What type of High Deductible Health Plan did you have any December 1, 2019?" (yes, 2019), be sure to answer "NONE". 

 

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. continue with your return.

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