@newbis7 wrote:
Thanks, but wouldn't the amount deducted from her paycheck for HSA contributions be included in "(including amounts the employee elected to contribute using a section 125 (cafeteria) plan) to an HSA."? She did not make any contributions on her own outside what she participated in through her paycheck.
Yes, that is what the IRS instructions say - to include employee contribution. Why did you leave this until 2 days (assuming that you filed and extension and owed tax that you paid with the extension)? If you are getting a refund then there is no late penalty - you just don't get the refund until you file.
W-2's should have been sent in January, 9 months ago - plenty of time to get it corrected.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
