Phil Alne
Level 1
05-01-2023
11:18 AM
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So WHERE is the "catchup provision" (aka: $1000) inputted? Is it a checkbox? If the software can tell by the age of the taxpayer that the taxpayer is eligible for a "catchup" AND the W2 reflects the additional contribution of $1000, then WHY is a tax still be assessed (in my case the tax is $60 which is exactly 6% ((the penalty for over-contributing to an HSA of $1000). Therefore, the software is NOT automatically calculating the eligibility. Therefore, WHERE is the override screen to eliminate this penalty which should NOT exist.