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How to resolve Lacerte diagnostic ref. 7199 Contributions to HSA

by Lacerte Tax 2023 Updated 7 months ago

This article can help you resolve the following diagnostic ref. 7199:

  • The taxpayer made contributions to an HSA but the type of coverage '1=self-only coverage, 2=family coverage' (Screen 32.1, code 3) is not indicated. The type of coverage is a mandatory entry. (ref. #7199)

Form 8889, Health Savings Accounts (HSAs) is required, and will be produced even though entries haven't been made in Screen 32.1, if there are entries in either of the following:

  • Screen 10, Wages Salaries, Tips > Company Contributions to HSA code W, in the field Box 12.
  • Screen 13.1, Pensions, IRA Distributions > Other Information section > Qualified HSA funding distribution (traditional and Roth IRAs only).

To generate Form 8889:

  1. Go to Screen 32, HSA/MSA/LTC Contracts (1099-SA, 5498-SA).
  2. Select Health Savings Account (8889) from the left menu.
  3. Complete the applicable input for Form 8889 to generate the form properly and remove the diagnostic.
Lacerte Tax

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