Two Archer MSA's on the same return

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  • RWG1950
    Senior Member
    • Nov 2017
    • 458
    #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
    • Anarchrist
      Senior Member
      • Oct 2006
      • 353
      #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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        • Lion
          Senior Member
          • Jun 2005
          • 4698
          #3
          Call your software support.

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            • Rapid Robert
              Senior Member
              • Oct 2015
              • 1983
              #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
              "That's enough! When you didn't know what you were talking about, you really had something! [to Curly]" -Moe Howard              ​

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