my retired (MFJ) customers were each issued a form 5498-SA for 2017 gross distributions (box 1) (code 1) from their medicare advantage MSA.
these amounts were used for qualifying medical expenses.
as I understand it, these distributions are reconciled with qualifying medical expenses on form 8853, but my customers apparently each have separate MA-MSA plans & it looks like they each need to file a separate 8853.
my software will not let me build an e-file for them because there are 2 form 8853's & says the return must be mailed.
is this correct or am I doing something wrong ?
my customers have substantial refunds coming from this return & would prefer to e-file if possible.
thanks for comments
these amounts were used for qualifying medical expenses.
as I understand it, these distributions are reconciled with qualifying medical expenses on form 8853, but my customers apparently each have separate MA-MSA plans & it looks like they each need to file a separate 8853.
my software will not let me build an e-file for them because there are 2 form 8853's & says the return must be mailed.
is this correct or am I doing something wrong ?
my customers have substantial refunds coming from this return & would prefer to e-file if possible.
thanks for comments
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