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Form 8889-T: Line 12 Wks, line B should not be greater than the amount of excess employer contributions/excess HSA funding distributions.

What am I supposed to put down when that’s what it says on my taxes?
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3 Replies
BillM223
Employee Tax Expert

Form 8889-T: Line 12 Wks, line B should not be greater than the amount of excess employer contributions/excess HSA funding distributions.

The issue is caused by a number "sticking" in TurboTax. In an earlier pass through the HSA interview, you indicated that you would withdraw X amount of excess HSA contributions after Jan 1st but before April 15th - this number ends up in line B in the line 12 smart worksheet on the 8889.

 

However, on your last pass, you either indicated that you would not withdraw any excess or you changed your answers in the HSA interview so that there was no excess to withdraw - the problem is that your previous entry here "got stuck" and now Line B is large than Line A.

 

The solution to this stuck number is to do what I call an HSA reset. Please do the following:

 

***reset your HSA data***

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), then click on Tools, then in the center click on 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

 

Continue with your return.

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JFix
New Member

Form 8889-T: Line 12 Wks, line B should not be greater than the amount of excess employer contributions/excess HSA funding distributions.

I did as instructed, and I still have the line 12 Wks, line B issue. Any other suggestions for how I can fix this would be very much appreciated. Thanks!

BillM223
Employee Tax Expert

Form 8889-T: Line 12 Wks, line B should not be greater than the amount of excess employer contributions/excess HSA funding distributions.

When you were going through the HSA interview, did TurboTax tell you that you had excess HSA contributions? At this point, did you agree to withdraw the excess by the due date of the return?

 

Can you see lines 12 A. , B., and C.? What are their values?

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