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pacoford
pacoford
Level 5
April 12, 2022

HSA Balance as of 12/31/21

  • April 12, 2022
  • 1 reply
  • 9 views

I've been redirected in the program and now cannot figure out where to record the 12/31/21 balance of the client's HSA. Please help, thank you.

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    1 reply

    T
    TaxGuyBill
    Level 15
    April 12, 2022

    1) You did not say which program you are using, so there is no way anybody can tell you how to input it.

    2) If there isn't a penalty, there isn't a need to enter it. 

    pacoford
    pacofordAuthor
    Level 5
    April 12, 2022

    Thank you for your reply. Every return I have input has required a balance as of the end of the year and it usually requires an adjustment on the tax liability...am I reading that incorrectly?

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