HSA

[Lion EA]

I should be better at these by now, but I screwed up on and was emailed by the client catching my errors after efiling! I don't think there's a change in taxation, so would you amend to correct the information?

Client is single, all contributions were pre-tax via payroll reduction, under the limit for self coverage. Her distributions were all used for qualified medical expenses. Her W-2 had NO information on it. She had pages of documentation.

Even though I remember checking "self only," apparently the family contribution is showing on the form. And, I guess I managed to show her distributions as going from IRAs to her HSA instead of being HSA distributions. She thinks I should list the $3,050 employer contribution which was her payroll reduction amount. Should I? Last time I do an HSA with the client sitting here! John is right; get them out of my office while I work.

What do I do now?

[JRS]

I had a similar situation a few years back. Not only an HSA but depletion on a royalty trust. No changes in tax, but I amended just to keep everybody's records correct (and happy).

[Lion EA]

Yes, that's my real question! How to calm down the client. If having an amendment to mail would make her trust me again, I'll do it.