BillM223
Employee Tax Expert

Retirement tax questions

The workaround (this is apparently just a tax year 2025 issue), is to delete the 1099-SA you have already entered, and to start over.

 

To delete the 1099-SA that you have already entered, do the following:

 

*** Desktop/Windows***

 

1. go to View (at the top), choose Forms, and 

2. select the desired form 1099-SA and delete it. Note the Delete Form button at the bottom of the screen.

 

*** Online ***

 

1. go to Tax Tools (on the left), and navigate to Tools->Delete a form 

2. delete form(s) 1099-SA 

 

3. go back and re-add your 1099-SAs preferably adding them manually

4. go back and redo the entire HSA interview....


If you have a Desktop/Mac environment and can't figure out how to delete a form, come back and ask.

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