msindc1
Level 5

I know that this was last year's problem . . . but it is this year's problem as well!  Ack.

I still cannot figure out how to tell Lacerte that I am rolling the excess contributions to next year!

I can put an entry in the "Distributions entered above rolled over to another HSA" in screen 321, but that does not seem to amount to a carryover and no carryover shows in the list of carryovers.

Help!

M.

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