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gmasta
New Member

The software is asking for HSA 1099-SA info. I never received a 1099-SA because I never used any HSA funds. It is glitching out and wont let me finish my taxes. Help!

 
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The software is asking for HSA 1099-SA info. I never received a 1099-SA because I never used any HSA funds. It is glitching out and wont let me finish my taxes. Help!

It is correct that if you did not take any distributions (used HSA funds), that you would not receive a 1099-SA from your HSA administrator.

In this case, you should be able to just hit continue when it asks you for a 1099-SA.

To get to this screen, go to Federal->Deductions & Credits->Medical->HSA, MSA Contributions. If you are presented with the Summary screen (you should be after the first time you enter the HSA interview), hit Continue.

The next screen may be labelled "Here's what we have so far". If a 1099-SA is listed, the you must have started one by accident earlier. Click on the trash can (Delete) icon on the right and delete it. Then continue with the HSA interview. 

In the worst case, if you can't fix the issue, then start over on the HSA section by doing the following:

The safest - although brute force - way to fix this is to 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. 

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