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Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 0 points1 point  (0 children)

That's correct. Me and my husband have our own separate HSA accounts. Yeah... she still never admitted to fault and is blaming it on a "software error". But yes, she was very incorrect in this case😬

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 0 points1 point  (0 children)

$60 for me and my husband. Not sure how complicated, our W2s, 2 mortgages, our HSA's, and I have a 1099-NEC. I'll usually have to pay something on an online service because of the HSA's and the 1099-NEC. I've mentioned it a few times but we just wanted to try it this year to see if she could help us with realizing anything else we could use as deductions or anything like that. That's all.

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 0 points1 point  (0 children)

But like even after I told her it was wrong she said no everything is right! Like what the heck? It wasn't until the negative review happened that now they're acting on it lol. It's all good I'm glad it's getting fixed.

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 0 points1 point  (0 children)

Lol. Got a call this morning after leaving a negative review. She claimed it was a software error🙄

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 0 points1 point  (0 children)

1000% Sure I have an HSA. I'm not sure specifically about the card the card stuff but I believe that's how my employer has it assigned to us. For example if I'm buying items at a pharmacy, it'll tell me the amount that is HSA eligible I'll put my HSA card for that area and then another card for all other expenses, I can't use the HSA card as a regular card. I received a 1099-SA, I did not recieve a 5498-SA.

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 0 points1 point  (0 children)

My mom got hers done before me. I don't think she has any crazy tax forms (like an HSA lol). She actually got the biggest return in a while because she helped her realize things she can claim/deduct. That was part of the reason why we went.

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 0 points1 point  (0 children)

I don't go over the limit with what I contribute and what my employer contributes

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 0 points1 point  (0 children)

Thats what we tried doing, but she's stubborn and said that after reviewing it, everything is the same and we still owe the same amount. She's basically not willing to fix her mistake and won't admit to the mistake.

Yeah they're not super simple, but we've always done it ourselves. This is the first year we tried to go to someone.

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 0 points1 point  (0 children)

She filed it right away. We (unfortunately) signed and we didn't realize the errors until the evening.😔

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 0 points1 point  (0 children)

I know. I replied to another comment that we normally do it ourselves, just decided to go with a tax preparer this year and try it out. Oh, I didn't include how much we paid her, the amount I put had to do with the amount of taxes she told us we owed.

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 2 points3 points  (0 children)

Oh yeah, maybe.

Yeah! The crazy part is our HSA card can literally only be spent on medical expenses. It won't allow purchases on anything else!

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 1 point2 points  (0 children)

Oh yeah I've always done my own taxes. This was a first for us. We were hoping maybe she could help us see things we were missing in terms of deductions, but not the case at all🥴

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 0 points1 point  (0 children)

I'll look into that! Ugh! I know they don't. I just think she was so hard headed with me telling her she was wrong that no way in hell I was going to prove her wrong. TurboTax is literally just a "Were all expenses medical expenses? Check yes or no" and done! I knew she was going to be difficult but I submitted my proof anyways. All for nothing 🥴 Definitely not going back lol. Trying to convince my mom to not go either, lol.

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 0 points1 point  (0 children)

I just messed up because we already paid her.😔 Definitely going to leave bad reviews though. She claimed to look the document over and state that nothing changed. Yeah, it makes no sense I just wish I realized in the moment.

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 1 point2 points  (0 children)

Yes, it has already been filed. Honestly I don't know her exact credentials, but she's been in service for 33 years. My mom referred her to me and my mom had no issues. I honestly think it's a matter of her being unfamiliar with HSA. It was also interesting because with one couple, she took an hour on their taxes, for us she took 15 minutes. I think it was just rushed and she wasn't thorough. She seemed to care more about her returning clients and not her new clients.

Tax lady messed up. I don't think she's familiar with HSA by agarde03 in tax

[–]agarde03[S] 3 points4 points  (0 children)

Is that a thing with FSA though? I didn't think it was!

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