At the file stage, I am required to upgrade due to "MSA/HSA present"

[kb_reeves]

HSA not present in 2020 info, but will not let me continue filing, either. I had an HSA for part of 2019, but have not had one since Oct. 2019

[BillM223 · Accepted solution]

Yes, the fact that you had an HSA probably carried over from 2019. BUT, did you carry over excess contributions from 2019? This will have to be dealt with in 2020.

Otherwise, to delete any trace of HSA data, please do the following.

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.

[kb_reeves]

Thank you so much for the help!😀

I had no carryover, so it must be that I made the wrong selection on the HDHP!