Reporting info from a W2

Forum|Forum|4 years ago
March 7, 2022
1 reply
8 views

I would like to e-file but, Turbo Tax will not allow me because I have a W2 with no income shown on it. All it shows on the W2 is an amount in box 12D, initial W with a contribution from my retiree service provider. Can I just so that $$ amount on form 8889, and skip the part where Turbo Tax asks for all the W2 so that I can e-file?

rjs

Level 15

Do you have another W-2 from the same employer, with your income on it? If so, the W-2 with only the box 12 entry is not a separate W-2. It's a continuation of the W-2 that shows your income. Don't enter it separately. Add the box 12 entry with code W as an additional entry in box 12 on the W-2 that has your income. You combine the two W-2s and enter them as if they were one W-2.

Doc16Author

Level 2

Hi RJS. Thank you for the reply. Unforunately, I don't have another W2 from the retirement management company. I have 1099R that shows my income and a W2 shows the HSA contribution from the retirement management company. I thought maybe I could just delete the W2 where you begin adding income information in the federal section, and then just type the numbers in myself on form 8889T to get around the issue so that I could e-file. However the TT software will not allow me to manually enter the info on form 8889T. Best Regards

JohnB5677

Level 15

If I understand correctly. You received a 1099-R for a retirement distribution, and part of that money was used to fund an HSA account.

You can post the 1099-R, but need help to post the HSA information from the W-2.

To post the HSA information:

Go to Deductions & Credits
Scroll down and select Medical
Select HSA, MSA Contributions from the list
Tell us about the health-related accounts you had in 2021
Select Health Savings Account = Continue
Did you use your Health Savings Account (HSA) to pay for anything in 2021? = No
Did you inherit this HSA? = No
Did you put money into an HSA in 2021? = Yes
Continue the interview