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03-19-2017 12:37 AM - edited 03-19-2017 12:40 AM
I'm filing my taxes through HRBlock website. It advertises that fed & State returns are free
My tax situation is income over 130K, Have employer contributed HSA(which is already in W2 form section 12 code 'W' but $0 from my contributions), and an IRS interest for 2015 taxes.
When I complete my taxes, it shows Fed is $54.99 and state is $39.99. Just to note that the checkout screen shows 'Deluxe Federal Return' and 'Deluxe state return'. What did i enter extra that made my returns deluxe?
But the advertisement says both are free
Am I missing something?
Solved! Go to Solution.
03-19-2017 01:20 AM - edited 03-19-2017 01:36 AM
There's no way to downgrade to basic online, I've called HRBlock customer care and asked them to downgrade to BASIC.
All the data is erased now, so I've entered again.
Now, I have few issues
1. I don't have any contributions or withdrawls to my HSA account in 2016. Only my employer contributed to my HSA account which is already in W2 section 12 code 'W'
2. My income is over 100K
While entering the returns, it gives me the following warnings
Issue 1 of 2
You told us you have a Code W in Box 12 of one of your W-2s. This means you have Health Savings Account (HSA) and will need to visit Adjustments & Deductions to complete the HSA section of your return
Issue 2 of 2
Since your taxable income is more than $99,999, you'll need to use H&R Block Deluxe to prepare this year's taxes.
And for this, it asks me to upgrade to deluxe.
Since I didn't have any contributions or withdrawls, Can i ignore warning 1?
Is there a way to file my taxes for free given that the income is over 100K?
03-19-2017 06:18 PM
I sorted this out using other questions - here's the answers to the above - just in case someone is looking at it
1. You need to file form 8889 irrespective of your contributions/withdrawls if you have HSA account
2. Ignore and download forms, attach other forms like 8889 which doen'st come with basic version, and mail to IRs
03-19-2017 07:08 PM
As much as I hate to be the bearer of bad news, you cannot mail Form 8889 separately from your tax return. Doing so will result in a letter from the IRS about two months from now instructing you to amend your tax return to include the Form 8889.
You are however correct that if you have a health savings account you cannot use the free file version of the software. Your lowest cost option is going to be Deluxe.