Question

Smart Check on Form 8889-T: Line 12 Wks, line B

Forum|Forum|1 year ago
March 17, 2025
1 reply
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Most questions about this error have to do with numbers getting "stuck" and having to re-enter. However, in my case I really do need to enter an amount greater than the excess contribution. The reason being, we had two different HSAs and due to a miscommunication I was given an incorrect amount for my spouse's HSA. Thinking we grossly over contributed, I moved all the money out of mine into 2025.

So, is there any way past that error? Example scenario: the calculated excess is $200 but $500 is entered because that is what was actually moved into the next year (2025).

B

BillM223

If you have read about numbers being "stuck", I assume you have read about the "HSA RESET". Although it is a certain amount of work, it will be faster and more certain than going through the interview over and over hoping to get it right.

Just remove all HSA data as shown below.

HSA RESET

***Reset***

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 (1099-SA (if one), 8889-T, and 8889-S (if one)). 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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S

spkndbckyAuthor

This seems like a canned response. Please re-read my message. And I tried deleting the forms and they just go into some sort of incomplete state and don't really reset anything. Thanks.

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BillM223

Well, of course it's a canned response...one that I wrote several years ago in response to a number of HSA issues in how the TurboTax product works in the HSA space.

"And I tried deleting the forms and they just go into some sort of incomplete state and don't really reset anything"

Hmmn, could you please be more specific? What did you actually do, and did you do the HSA RESET?

The reason I have you delete the W-2 is because so long as the W-2 with a code W in box 12 is in the return, then when you delete form 8889, it will reappear in a second.

If you do the first half of the HSA RESET (deleing the forms), and the 8889 won't go away, then tell me because there is a very rare case where another form will force the creation of the 8889.

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