Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- California Schedule CA(540): HSA distribution Column C additions part 2 line 4
California Schedule CA(540): HSA distribution Column C additions part 2 line 4
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
dfa
Level 3
02-20-2024
08:03 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
This is a repeat of an older question that wasn't quite resolved. My client reimbursed himself for medical expenses incurred in prior years with his HSA. Lacerte assumes they are current year medical expenses and allows them for CA purposes because CA doesn't recognize HSAs. However, they weren't eligible for CA because they were incurred in a prior year. I can't find an override for this issue. My work around is entering a negative CA only itemized deduction in Screen 25. Has anyone else addressed this another way?
