ljwalters Posted March 27, 2013 Report Share 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 Link to comment Share on other sites More sharing options...
jklcpa Posted March 27, 2013 Report Share Posted March 27, 2013 I'm not sure if ATX does it automatically, but the excess is reported on Form 5329, line 47. Quote Link to comment Share on other sites More sharing options...
ljwalters Posted March 27, 2013 Author Report Share Posted March 27, 2013 Thanks Quote Link to comment Share on other sites More sharing options...
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