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is more than 1 form 8853 allowed for e-filing ?

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    is more than 1 form 8853 allowed for e-filing ?

    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

    #3
    Originally posted by RWG1950 View Post
    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
    5498SA shows contributions not distributions. Unlike a 8879 it appears both spouses MSA is combined on one 8853.

    Comment


      #4
      Originally posted by kathyc2 View Post
      5498SA shows contributions not distributions. Unlike a 8879 it appears both spouses MSA is combined on one 8853.
      I had identified the document incorrectly. I should have referred to these as 1099-SA's. The 5498-SA's are the bottom 1/2 of the document - but they aren't causing the problem. It is the distribution amount shown on each 1099-SA.

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