37956

[#1]

The following diagnostic is generating:THE SPOUSE IS SUBJECT TO ADDITIONAL TAX ON EXCESS CONTRIBUTIONS TO A HEALTH SAVINGS ACCOUNT. THIS IS REF # 37956 DO I NEED TO CLEAR THIS?

[tcochran1108]

Ok let me try that and I will keep you informed. Thanks

[tcochran1108]

Karen type of coverage 2=family is in both the taxpayers and spouse column.

Yes the W-2 for the spouse is checked.

[Karen_pdx]

What is the amount of the overcontribution Lacerte is calculating?

Is it possible you entered the HSA contributions twice? Once on the W-2 input and a second time on the HSA input page? 

[tcochran1108]

That is the thing there is no amount anywhere for over contributions. That was the first thing I checked to see if a duplicate entry had been made anywhere. The HSA is only entered on the W-2 input. I really dont know what to do because there was no over contributions for HSA so I am not sure where Lacerte is coming up with that information.

[Karen_pdx]

If there is no tax on p2 of Form 5329, then why spend so much time during the height of tax season focused on understanding why the diagnostic it being triggered? I would just make a note in the file that the diagnostic doesn't appear to be correct and move on.