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Brook
New Member

Is there a way around upgrading to file on Turbo Tax with an unused HSA?

It looks like I am being forced to upgrade and pay TurboTax because I have an HSA. I have never used the HSA, so therefore there is no 1099SA form being submitted for the tax year. My taxes are still simple to complete, so I shouldn't have to be bumped into an upgrade this year.
1 Best answer

Accepted Solutions
BMcCalpin
Level 13

Is there a way around upgrading to file on Turbo Tax with an unused HSA?

The IRS requires you to file form 8889 (for the HSA) only if you:

  • made a contribution in 2016,
  • took a distribution in 2016, or
  • inherited the HSA during 2016

If none of these apply, then you do not need to file the 8889 for 2016.

But if there is a code "W" in box 12 on your W-2, then you or your employer made contributions to your HSA, and reporting the HSA on form 8889 is required.

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1 Reply
BMcCalpin
Level 13

Is there a way around upgrading to file on Turbo Tax with an unused HSA?

The IRS requires you to file form 8889 (for the HSA) only if you:

  • made a contribution in 2016,
  • took a distribution in 2016, or
  • inherited the HSA during 2016

If none of these apply, then you do not need to file the 8889 for 2016.

But if there is a code "W" in box 12 on your W-2, then you or your employer made contributions to your HSA, and reporting the HSA on form 8889 is required.

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