topic Form 8889-T will not delete after going to "Tools", then "Delete a Form". The form still appears after I've attempted to delete it multiple times. in After you file

Form 8889-T will not delete after going to "Tools", then "Delete a Form". The form still appears after I've attempted to delete it multiple times.

vldeeter — Wed, 25 Mar 2020 00:48:13 GMT

Re: Form 8889-T will not delete after going to "Tools", then "Delete a Form". The form still appears after I've attempted to delete it multiple times.

Critter — Wed, 25 Mar 2020 00:58:24 GMT

Like a dandelion, if you don't get the root the plant will keep coming back. So return to the source screen to delete the information producing the form ...

If you have a Health Savings Account (HSA), you should receive form 1099-SA. First enter the information about your HSA distributions (reported on the 1099-SA) and then enter the medical expenses you incurred during 20198.

Here's how to enter your 1099-SA form:

Click on Federal Taxes > Wages & Income [In TT Self-Employed: Personal > Wages & Income > I'll choose what I work on].
In the Less Common Income Income section, click on the Start/Revisit box next to 1099-SA, HSA, MSA.
Continue to the summary page to delete the 1099-SA.

Re: Form 8889-T will not delete after going to "Tools", then "Delete a Form". The form still appears after I've attempted to delete it multiple times.

DenisC — Thu, 11 Jun 2020 21:07:44 GMT

Were there any 1099-R retirement plan distributions? Did the taxpayer answer that the withdrawal was transferred to an HSA? If he answered yes, maybe in error, then an HSA will be created. An 8889-T cannot be deleted if retirement plan money was rolled into an HSA to the Taxpayer (same thing for an 8889-S

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Re: Form 8889-T will not delete after going to "Tools", then "Delete a Form". The form still appe...

BillM223 — Fri, 12 Jun 2020 19:09:28 GMT

@vldeeter

Both Critter and DenisC are correct that only sometimes will deleting form 8889 actually fix the problem.

DenisC's suggestion about a qualified funding distribution from an IRA to an HSA is very rare, but possible.

Here is my standard answer...

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.

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.

NOTE: if you see a question "What type of High Deductible Health Plan did you have any December 1, 2018?" (yes, 2018), be sure to answer "NONE".

@Critter I liked the dandelion reference 😉