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New Member
posted Apr 15, 2025 4:52:38 PM

can someone help me with HSA, Health Spending Account? I did not realize i had it and did not use it, not sure how to answer about it.

Question is Line 12Wks, line B should not be greater than the amount of excess emploer contributions/excess HSA funding distributions

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1 Replies
Expert Alumni
Apr 15, 2025 7:44:58 PM

This happens because on one pass, you entered a number of excess contributions to withdraw, and on the next pass you didn't, and the first number is "stuck".

 

The first thing you should do is file an extension. I am going to give you a lot of typing in order to fix this, so if you are on the East Coast or in the Central Time Zone, it may be pushing it to file before midnight.

 

Then after you file the extension, you will do an "HSA RESET". This is a process through which you delete all your HSA data so you can do the HSA interview from scratch without this pesky number that is "stuck".

 

***HSA 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***

3. go to View (at the top), choose Forms, and select the desired form(s) - 1099-SA (if one), 8889-T, and 8889-S (if one). 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. go back and redo the entire HSA interview....

 

 

I would rather you file the extension now, so you can do the HSA RESET at a leisurely pace tomorrow.