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How can I add or update an additional (personal) HSA contribution in TurboTax when I’m unable to find the option to edit it?

 
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1 Best answer

Accepted Solutions
BillM223
Employee Tax Expert

How can I add or update an additional (personal) HSA contribution in TurboTax when I’m unable to find the option to edit it?

There has been an issue this year with some taxpayers not being able to see the "Let's enter [name]'s HSA contributions" screen (step 8 above). You should be able to able to rectify the situation by removing all your HSA data and starting just the HSA data entry over again, through a process called the HSA Reset (see below).

 

After you do the HSA Reset, then go back to Deductions & Credits->Medical->HSA, MSA, 1099-SA (or whatever - the last node changes from version to version of TurboTax), and start the HSA data entry process over again.

 

HSA RESET

***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/Windows***

 

3. Go to the upper right and click on Forms, and 

4. Select the desired form (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.


 

*** Desktop/Mac***


 

3. Switch to Forms Mode by selecting the Forms icon.

4. From the menu, select the form (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].

 

*** 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....

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4 Replies
MinhT1
Employee Tax Expert

How can I add or update an additional (personal) HSA contribution in TurboTax when I’m unable to find the option to edit it?

This is how you enter your contribution to your HSA outside of payroll:

 

  1. In TurboTax Online, open your return
  2. Click on Search (magnifying glass icon) at the top right of your screen
  3. In the Search box, enter HSA and click Enter
  4. In the search result box, click on Go to HSA
  5. TurboTax will take you directly to the HSA section
  6. On the next page titled Select the health-related accounts you had in 2025, check Health Savings Account (HSA) and click Continue
  7. On the next page titled 1099-SA Summary, click Continue
  8. You will then have a page titled Let's enter your HSA contributions with a box to enter your HSA contributions made outside of payroll.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

How can I add or update an additional (personal) HSA contribution in TurboTax when I’m unable to find the option to edit it?

Thank you for your response @MinhT1. Unfortunately, I am unable to locate step 8 mentioned in your instructions within my filing, which suggests there may be a technical issue. I also consulted with an online tax expert, but the issue could not be resolved. I am hesitant to close the application and start over from scratch.

BillM223
Employee Tax Expert

How can I add or update an additional (personal) HSA contribution in TurboTax when I’m unable to find the option to edit it?

There has been an issue this year with some taxpayers not being able to see the "Let's enter [name]'s HSA contributions" screen (step 8 above). You should be able to able to rectify the situation by removing all your HSA data and starting just the HSA data entry over again, through a process called the HSA Reset (see below).

 

After you do the HSA Reset, then go back to Deductions & Credits->Medical->HSA, MSA, 1099-SA (or whatever - the last node changes from version to version of TurboTax), and start the HSA data entry process over again.

 

HSA RESET

***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/Windows***

 

3. Go to the upper right and click on Forms, and 

4. Select the desired form (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.


 

*** Desktop/Mac***


 

3. Switch to Forms Mode by selecting the Forms icon.

4. From the menu, select the form (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].

 

*** 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....

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

How can I add or update an additional (personal) HSA contribution in TurboTax when I’m unable to find the option to edit it?

Thank you @BillM223 . It worked for me.

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