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

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  • RWG1950
    Senior Member
    • Nov 2017
    • 461

    #1

    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
  • TaxGuyBill
    Senior Member
    • Oct 2013
    • 2321

    #2
    The IRS e-file system can only accept one Form 8853.


    Comment

    • kathyc2
      Senior Member
      • Feb 2015
      • 1945

      #3
      Originally posted by RWG1950
      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

      • RWG1950
        Senior Member
        • Nov 2017
        • 461

        #4
        Originally posted by kathyc2
        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.

        Comment

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