BillM223
Employee Tax Expert

Retirement tax questions

We have had an issue this year in that a few tax returns have inexplicably failed to display certain screens in the HSA interview. So far as I can see, the only workaround is to do the HSA Reset (see below), and start over on the HSA interview.

 

I see that you did an override, and, yes, line 2 is the correct place. So do your other numbers look OK (no excess HSA contributions)?

 

I will note that I try to have taxpayers avoid using overrides because doing overrides can (1) negate the Tax Accuracy Guarantee, and (2) prevent the ability to e-file. I say "can", not "will" because I don't know exactly how your return will perform.

 

However, the ability to do overrides is there exactly for situations like this. So if you can e-file, you're good (although I can't speak to the Tax Accuracy Guarantee until it comes to an actual claim)...

 

But if you have issues with e-filing, and you are willing to try the HSA Reset, here it is.

 

HSA RESET

***Reset***

 

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/Windows***

 

3. Go to the upper right and click on Forms, and 

4. Select the desired form (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.


 

*** Desktop/Mac***


 

3. Switch to Forms Mode by selecting the Forms icon.

4. From the menu, select the form (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].

 

*** 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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