qbteachmt
Level 15

"The issue now is he had the HSA, so proseries shows error message saying he is a dependent and can't be"

The issue is the opposite: as a dependent he wasn't qualified for HSA participation.

"i agree that parent did support him for more than half the year....just don't know what to do with proseries not allowing due to his HSA"

He needs to request a corrective distribution, and as long as that happens before the tax return filing date, it will be as if the HSA never happened.

My favorite articles for these types of issues are found from the providers:

https://americanfidelity.com/blog/reimburse/hsa-mistakes-dependents/

https://www.marshmma.com/blog/mistaken-hsa-contributions

https://www.onedigital.com/blog/hsas-adult-children/

And, of course, the IRS:

https://www.irs.gov/publications/p969

 

*******************************
"Level Up" is a gaming function, not a real life function.

View solution in original post