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hailey-ferrara
New Member

Health-related accounts in 2016 tab, the page keeps default-checking that both of us had an HSA; not true, only one did

 
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Accepted Solutions
BMcCalpin
Level 13

Health-related accounts in 2016 tab, the page keeps default-checking that both of us had an HSA; not true, only one did

First, verify that there is no code "W" in box 12 on the W-2 of the spouse who did not have the HSA. This code is a flag for an HSA, which means that either you have an HSA after all, or the employer made a mistake on the W-2 which needs to be corrected before filing.


If in rechecking your input, you find no errors (on your part), then delete the 8889 form and worksheets. Do this by going to My Account (at the top), click on Tools, then on Delete a Form.

Delete any "Form 1099-SA" you see, as well as any "Form 8889-T" and "Form 8889-S".

After doing this, you will need to re-enter the HSA interview and you enter your HSA and 1099-SA information.

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1 Reply
BMcCalpin
Level 13

Health-related accounts in 2016 tab, the page keeps default-checking that both of us had an HSA; not true, only one did

First, verify that there is no code "W" in box 12 on the W-2 of the spouse who did not have the HSA. This code is a flag for an HSA, which means that either you have an HSA after all, or the employer made a mistake on the W-2 which needs to be corrected before filing.


If in rechecking your input, you find no errors (on your part), then delete the 8889 form and worksheets. Do this by going to My Account (at the top), click on Tools, then on Delete a Form.

Delete any "Form 1099-SA" you see, as well as any "Form 8889-T" and "Form 8889-S".

After doing this, you will need to re-enter the HSA interview and you enter your HSA and 1099-SA information.

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