asked

I have a client with a business who took both an employer HSA and an employee HSA. The husband has a family plan, and the wife has an individual plan. The tax program is adding the employer contribution to other income on the 1040, stating that the husband's family plan disallows the wife's individual plan. Should the employer contribution be added to other income, or is there an error? Additionally, the contributions exceeded the $6150 and $3050 limits, respectively, leading to additional tax. Is this correct?

July 18th, 2023

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