How do I get passed the form 8889-T?

[ehansen1984]

TurboTax is giving making me enter FORM 8889-T, I don't have that form I have a 1099-SA and a 5498-SA
How do I fix this?

[Lisa995]

Does your W2 have a code W in Box 12?

[ehansen1984]

Yes. W2 Box 12 w States 130, however that does not work when I type it in

[ehansen1984]

I'm getting stuck on Line 12 B on form 8889T

[BMcCalpin]

When you have contributions into or take distributions from an HSA (Health Savings Account), then the IRS requires you to file form 8889. TurboTax fills in form 8889 based on your entries in the HSA interview. You get to the HSA interview by doing a Search (upper right) for "hsa" (lower case and without the double quotes), and jumping to it.

Because you have a code W in box 12 of your W-2, your employer believes you have an HSA (your employer probably helped you set it up).

The 1099-SA is a form you received from the HSA custodian that shows the amount of distributions you paid out of the HSA. You enter the 1099-SA in the HSA interview. The 5498-SA is an informational form that you just put in your tax file - you don't need it for your tax return.

It sounds like you are in the federal Review when you are getting stuck on line 12B on the 8889.

Line 12B contains the amount of excess HSA contributions that you told TurboTax that you would withdraw before the due date of the return.

It is not clear to me from your question what exactly the issue is, whether TurboTax wants you to enter an amount there or doesn't want an amount there. Remember that we at AnswerXchange cannot see your tax return nor the screen that you are on, so it is critical that when you report a problem, that you at the least give us the actual error message. 

This value (the excess withdrawn) is one of those variables in TurboTax that has the annoying habit of hanging around even after you have made changes that should have caused it to go away. This could cause difficulties in the federal Rview. So I recommend to you that you delete your HSA information and start over (because it is very difficult to make this entry go away any other way).

Please do the following:

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.

[dwinton11]

I don't have a W in box 12, but I can't bypass this form, as I have never had an HSA. Help!

[walkerbensonn]

I tried putting what I had from box 12 (w), but it would not accept it. The money from my HSA went to my doctors to pay my medical bills. I had thousands of dollars that I needed to pay.

[walkerbensonn]

my question is not showing. I asked what do I need to put on tax form 8889-T what do I need to put on line 12? I can not get past this point on the return.

[BillM223]

Are you asking about box 12 on the W-2 or line 12 on the 8889 in the Review (you seem to have asked about both)?

"I tried putting what I had from box 12 (w), but it would not accept it." - what does "but it would not accept it." mean? Did it give you an error message? If so, was it in the HSA interview or during the Review? What was the exact message?

[walkerbensonn]

Line 12 (b) on the form 8889-T 

[walkerbensonn]

Line 12 (b) on the form 8889-T  it continues to to ask me to review fix it to be sure that I have the correct numbers. I do not know where the numbers came from so I no idea what to put on the line to fix it.

[walkerbensonn]

I tried to delete the w2 and put it back in it said the same thing

[BillM223]

Line 12b on the 8889 is the excess amount of contributions withdrawn after the end of the year.

The issue with this field is that if on the first pass, TurboTax says that you had X in excess contributions and you agreed to withdraw Y before the due date (i.e., after the end of the year), then even when you change things on the second pass so that there is no longer an excess, this number in 12b gets "stuck".

If this field is giving you trouble, the best thing to do is to delete all HSA data and re-enter it from scratch - there is no way to get rid of that number (if it is now incorrect) otherwise.

To delete the HSA data, please do the following:

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.

[walkerbensonn]

I will try that and come back with my results.

[BillM223]

It works 99 out of 100 times - good luck!