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form 1099 -sa

I entered all the information I have on my 1099 sa   However it is telling me that I have a error when I try to transmit.  I used all the funds on medical bills  so there is 10.00 left in the account  what do I need to do to fix this error

Thank you Chris

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5 Replies
GiseleD
Expert Alumni

form 1099 -sa

What is the error message you are receiving? Please copy and paste it in here so we can better assist you. 

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form 1099 -sa

Form 8889-T Line 12 WKS, Line B should be blank  There are no Excess Employer Contribution Adj  to employer contributions should be entered on line E of the line 9 smart worksheet

 

Line 12 WKS  Line B   6708.00

 

I tried to put a 0 in this line however it still comes up as a error

BillM223
Expert Alumni

form 1099 -sa

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Line 12B is the excess HSA contributions withdrawn after the end of the year.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)

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form 1099 -sa

it is also telling me that he did not have health insurance for 12 months but he did

JosephF8
Expert Alumni

form 1099 -sa

With your return open in TurboTax,

Search for 1099-SA (upper- or lower-case, with or without the dash).

Click the Jump to 1099-SA link in the search results.

This will take you to the Select the health-related accounts you had screen.

Check the box for the type of account you have (it may already be selected for you) and click Continue.

You should then come to the screen that asks What kind of HDHP did you have?

 

HSA.PNG

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