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Two Archer MSA's on the same return

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    #1

    Two Archer MSA's on the same return

    Customer's (MFJ) each took a qualified distribution from their own separate MSA in 2020 and each received a 5498-SA.
    My software tells me that the 2019 return cannot be e-filed because there is more than one HSA on the return.
    Is this correct ? Must a paper return be filed in this instance ?
    Thanks for comments.
    Tags: None
    #2
    I've efiled w/ two HSAs in the past. Never had two MSAs.
    "Taxation is the price we pay for failing to build a civilized society." ~ Mark Skousen

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      #3
      Call your software support.

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        #4
        See separate thread on same topic at the same time.

        Filing a paper 1040 return - TMI Message Board
        https://forum.thetaxbook.com/forum/discussion-forums/main-forum-tax-discussion/300803-filing-a-paper-1040-return#post300803
        Customers (MFJ) each received a 5498-SA from their Archer MSA. My software says having 2 of these makes them ineligible for e-filing. Is there a transmittal form required to be submitted along with their paper returns ? If so, what form #. Thanks for comments.


        "You said it, they'll never know the difference. Come on, we'll paint our way out!" - Moe Howard

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