Lion EA Posted March 30, 2011 Report Share Posted March 30, 2011 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? Quote Link to comment Share on other sites More sharing options...
JRS Posted March 30, 2011 Report Share Posted March 30, 2011 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). Quote Link to comment Share on other sites More sharing options...
Lion EA Posted March 30, 2011 Author Report Share Posted March 30, 2011 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. Quote Link to comment Share on other sites More sharing options...
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