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New Member
posted Feb 15, 2023 11:59:56 AM

I said I didnt contribute to an HSA but TurboTax keeps defaulting to saying that I did. How do I change it? (I go to Deductions and Credits but the change never sticks)

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1 Replies
Expert Alumni
Feb 15, 2023 12:19:40 PM

May I assume that your W-2 does not have a code W in box 12? This would indicate the sum of everything your employer plus you contributed by means of payroll deduction to your HSA. The phrase "you contributed to your HSA" includes:

  • Amounts your employer contributed to the HSA custodian for your HSA
  • Amounts withheld by your employer by means of payroll deduction and sent by the employer to the HSA custodian, and
  • Amounts you sent directly to your HSA by you

Note: Bullet points 1 + 2 are reflected on the W-2 by a code W in box 12.

 

If this does not address your situation, then read the following.

 

It is possible to accidentally indicate to TurboTax that you had an HSA when perhaps you didn't. If you did not have an HSA, please do the following to remove all traces of HSA information from your return.

 

NOTE: if you see a question "What type of High Deductible Health Plan did you have any December 1, 2019?" (yes, 2019), be sure to answer "NONE". 

 

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. continue with your return.