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10% tax on HSA distribution?

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    #1

    10% tax on HSA distribution?

    I just posted about the client w/ the 1099-Q who received the CP2000. The CP2000 also noted additional tax on a qualified plan and other tax flavored accounts; $477. The client had a HSA gross normal distribution of $4,765 in 2008. I completed the 1099-SA screen just like the 1099-SA the client received. I also stated that the client used all of the funds for medical expenses. TaxAct software did not compute a 10% tax on this distribution. I ran the audits, etc. without any problems. The client has an AGI of $219k. Am I missing something? TIA.
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    #2
    Bump!

    I thought I would give this a bump .

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      #3
      Did you also fill out an 8889? I have an IRS letter I'm working on right now where the original preparer forgot to fill that out.

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