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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....

Thank you for bringing the What If Worksheet calculation you experienced to our attention.   We take reports like this very seriously. Our technical team thoroughly investigated the experience that you reported by testing the calculations on the What If Worksheet in Windows and Mac. However, we could not reproduce the issue on our end. If you provide a diagnostic file, we can test what you experienced.   We appreciate your patience and your help in improving our product.

Yeah I guess we're good... This still feels odd though. Like either Vanguard or TT should have been able to populate these dates/numbers automatically.   I imagine there are a LOT of people holding IAU at Vanguard, and there is ZERO chance the average person is going to be able to figure this out on their own (without some serious googling and/or frodo2 help)...

@MarilynG1 this is false. I have no way to use the summary method with TurboTax online. It forces me into either manually inputting transactions one by one or sends me to the csv upload screen that does not work.

@BillM223    thanks for your help here.      I re-did all the steps, starting from the deletion of the W2s,  Both of them do have the code W checked indeed.  At this time was able to delete all the three forms.     But even so, same flow, and same windows, and exactly same results.     I also did a clear out and started over, following one straight flow , from beggining to end - still same results.        Note: At this time, I was able to preview  my 1040 form at the end of the interview,  and I can see that on  Part II line  8, (Additional tax on IRAs or other tax-favored accounts.)  there is the  $122 which is the 6% tax penalty that was calculated over the $2023 excess holding in the HSA - which actually I have withdrawn but can not report.  That does indicate the workflow  by not asking me,  is not by default selecting that the excess was withdrawn  - which I was hoping to be the case.       

I have the same problem in Turbotax Premier desktop. The solutions don't work. I did NOT inadvertantly start this Canadian Registered Pension Income form yet I cannot see it or delete it. It is a blank line item. Please advise. 

What "bug" are you talking about? You have posted on a thread that has already had a number of topics that we have cleared up. Rather than confuse things, it would generally be better to start a new thread with your specific issues.   Please ignore the Calculate Max Contribution Limit" button, as it can be inaccurate when Family HDHP coverage is involved.   I am going to make a guess that you went on Medicare in April (you two were under a Family HDHP through March, then when you went on Medicare, your spouse continued under a Self-only policy). Is this correct?   You have an HSA and your spouse has a separate one, right?   Did you have code Ws in box 12 of your W-2s (if any)? If so, what were the code W amount(s)?   Did you make "personal" HSA contributions to either HSA? If so, how much?   Did either of you have excess HSA contributions in 2024 that were carried over to 2025?   What was the amount of the "excess" as reported by TurboTax?   The HSA Summary is the screen at the end of the HSA Interview. It will have a table (with no lines) with 6 or so lines, and probably two columns (since you both have HSAs). Can you please give me each line (row) and column(s)? That will help me diagnose what is happening.   @user17733520476 

Let us know when/if the Feds accept your return. Some are reporting no trouble with the form but are having their returns rejected by the Feds.   I'm using the desktop version and the software is still producing uncorrectable errors for me. I'm planning on filling it out manually and submitting my return on paper.

Your question is not clear.  If this doesn't answer your question then please clarity.  You you are not eligible for the self-employed insurance deduction for health insurance obtained through COBRA, as the plan is still under your former employer’s name. 

It appears that both of your W-2s had a code W in box 12. These show that there were "employer" contributions to your HSA(s). Note that in IRS-speak, "employer" contribution is simply HSA contributions made through your employer, whether by you or your employer or the Man in the Moon.   The reason why steps 1 and 2 of the HSA Reset ask you to delete your W-2s is that so long as the W-2(s) with the code W exist in your return, the moment that you delete a 8889, it will just come back. You have to delete the W-2s to get this to work.   I am sorry because I know this can be onerous, but humor me by following all the steps.