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How do I delete the HSA contribution from Your Tax Breaks?

 
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How do I delete the HSA contribution from Your Tax Breaks?

The number that appears for the HSA amount on the Deductions & Credit screen ("Your Tax Breaks") is the amount of the "personal" contributions that you made directly to your HSA (not through payroll deduction with your employer).

You entered this on the screen that is headed "Let's enter [name]' HSA contributions" on the second line (See screenshot below).

To get back to this screen, do a Search for hsa (yes, lower case) and jump to it. Hit Edit if necessary to start the interview. Procede through the screens until you see the screen I referred to above. Enter zero on the second line to remove the deduction.

In rare cases, you may find that TurboTax hangs on to this number and you don't seem to be able to change it.  If this is the case, please do the following to delete all your HSA information and start over.

The safest - although brute force - way to fix this is to do the following in this order:

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. go back and redo the entire HSA interview.

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1 Reply

How do I delete the HSA contribution from Your Tax Breaks?

The number that appears for the HSA amount on the Deductions & Credit screen ("Your Tax Breaks") is the amount of the "personal" contributions that you made directly to your HSA (not through payroll deduction with your employer).

You entered this on the screen that is headed "Let's enter [name]' HSA contributions" on the second line (See screenshot below).

To get back to this screen, do a Search for hsa (yes, lower case) and jump to it. Hit Edit if necessary to start the interview. Procede through the screens until you see the screen I referred to above. Enter zero on the second line to remove the deduction.

In rare cases, you may find that TurboTax hangs on to this number and you don't seem to be able to change it.  If this is the case, please do the following to delete all your HSA information and start over.

The safest - although brute force - way to fix this is to do the following in this order:

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. go back and redo the entire HSA interview.

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