For HSA contributions, I am stuck on the Form 8889-T where it asks for "excess withdrawn after the end of the year." It will not let me progress past that point.

[BillM223 · Accepted solution]

Are you getting a message like this? "Form 8889-T Line 12 WKS, Line B should be blank"

If so, please read on.

Sometimes when you enter an amount into TurboTax, it hangs on to a value even if it doesn't apply any longer, but because of the dynamic nature of the screens, you don't get to see the same screen again to fix it.

Line 12B is the excess HSA contributions withdrawn after the end of the year. This refers to the screen on which you indicated how much excess contributions you agreed to withdraw before the end of the year when TurboTax told you that you had excess contributions.

But if you fix some other entries so that you don't have an excess any longer, TurboTax still has this number and you won't see the same screen again to zero it out.

So the thing to do is to delete all your HSA information and re-enter it.

Please do it this way:

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. return to the HSA interview (Do a Search for hsa and click on the jump-to result) and re-enter your HSA information. If you are a Mac user, find HSA in the Topics List.

***Note***

Even if you did not receive this line 12B message, if you really can't progress any farther than "excess withdrawn after the end of the year", I would clear out your current HSA information as described above and start the HSA data entry process over again.