ljwalters Posted March 27, 2013 Report Posted March 27, 2013 Same HSA client, Now tells me it is a self only not Family. (this is a new client) Last year preparer filed as Family plan. Client put in $119 to much. Where do I input the amount that will be taken out by due date of the return? 14b looks like the line but a bunny hop just takes me back to the 1099SA. Help please For such an easy return it is sure turning in to a hasselllll. Quote
jklcpa Posted March 27, 2013 Report Posted March 27, 2013 I'm not sure if ATX does it automatically, but the excess is reported on Form 5329, line 47. Quote
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