1099-SA causing efile fail

Forum|Forum|6 years ago
July 13, 2020
1 reply
5 views

Trying to file taxes and I have 1640 in section 2 that is causing my taxes not to be able to be filed. The information is correct and section 1 shows 0.00 which is also correct. What can I do to fix this?

BillM223

Level 15

1640 in section 2 of what? On what line? 0.00 in section 1 of what? on what line???

Remember that we in the Community cannot see your tax return nor the screen you are on - please give us more detail so that we can help you.

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henryreisigAuthor

Level 2

Basically the issue is that there is money paid into a HSA that is not in use to the amount of 1640 dollars. Since this amount is reported on the form in box 2 and there is no subsequent withdrawal or use of funds in box 1 (of the 1099-SA form), when I submit the efile, it bounces back and tells me that the information is incorrect. Even though what is entered is correct. Is there a way to bypass this problem? I just want to efile and get it done.

BillM223

Level 15

"there is money paid into a HSA that is not in use" - what does this mean? How is it not in use? If you made contributions to an HSA, it's "in use".

"on the form in box 2 " - on which form, the 1099-SA? You mean on earnings of excess contributions?

Are you trying to say that somebody like your employer contributed $1,640 in 2018 to an HSA when you weren't eligible? And your employer did not withdraw that money themselves? And was this attempted contribution for 2018 or 2019?

Did you report this and was told that it was an excess contribution? Did you withdraw this "excess contribution"? Was the $1,640 reported as Other Income in 2018?

If all that is true (and I really need a better explanation of what is actually happening), then in 2020, you would have received a 1099-SA for the earnings, with a distribution code of 2 in box 3. Box 2 would have the earnings, and box 1 could either be empty or have the $1,640 (it doesn't matter because it won't be used in 2019 anyway).

"tells me that the information is incorrect." Please tell me the exact error. If possible, put a screen shot of this error into your reply, so long as there is no personally identifiable information.

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