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Form 8889

Help !  Having difficulty completing Form 8889, Part 1, A, Line 3 Smart Worksheet.  I only had HSA from July 2019 to September 2019.

 

Please provide advice on how to complete it. This is the first time I had a HSA.  Thanks

  P.S. Tried to override the form but got error messages when I do Federal Review check.

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1 Reply
BillM223
Expert Alumni

Form 8889

No, you should not override the form.

 

Instead, please delete all your HSA information (see below) and start over. I am not sure what you are trying to do, but manually completing form 8889 is not something you should be doing.

 

And if TurboTax gets confused, then the only way out is to delete and start over.

 

The Line 3 Smart Worksheet is completed when you are asked "did you have HDHP coverage for at least one month in 2019?", and you answer "yes" and on the new lines exposed, you check the box that you had different coverage in different months (because no coverage is "different"). On the next screen, it will ask you which months you had coverage - that will fill in Line 3 on the 8889.

 

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.

 

If, after doing this, you get an error message in the federal review, please come back and tell us what it is.

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