Margaret CPA in OH Posted February 18, 2013 Report Posted February 18, 2013 New client had employer contributions to family HSA plan, now ex, as of late December, used nearly all of the distributions from plan. She is filing single, of course, but during the year all activity was for family. Any 'proper' way to input other than change it to self-only and consider that status at end of year covered full year? Thanks for insights! Quote
jklcpa Posted February 18, 2013 Report Posted February 18, 2013 One of the worksheets for the 8889 has months where the check boxes are used to indicate the months of family coverage and the months of single-only coverage. The program will compute the appropriate reduced limitation on total contributions allowed based on what you enter. I have one this these for 2012 as well Quote
Margaret CPA in OH Posted February 18, 2013 Author Report Posted February 18, 2013 I know about the worksheet but don't know when her plan became self only. I have to ask if it was as of Dec. 1 or Jan.1 2013, I guess. Even if I put the self only in Dec. the contributions allowed are fine. Divorce complicates so many things! Quote
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