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New Member
posted Jun 4, 2019 2:15:41 PM

Why is it telling me I have to upgrade to the better package even though t

why is it telling me I have to upgrade and I don't have an hsa

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1 Replies
Level 13
Jun 4, 2019 2:15:43 PM

There are a variety of reasons to have to upgrade in TurboTax; having an HSA is just one of them.

If the message you see is saying that you have to upgrade because of an HSA (form 8889) AND you really don't have an HSA, then please 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. continue with your return