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Level 2

Question

HSA Exceeded limit both spouses have individual accounts

Forum|Forum|2 years ago
February 3, 2024
1 reply
1 view

Situation:
Married filing Jointly

Each Spouse as their own HSA account
1 spouse covers SELF only via HDHP

1 spouse covers Family (Self + 2 children) via an HDHP

Spouse 1 contributed 3850
Spouse 2 contributed 5025
Total contribution: 8875

Since both HSAs would be combined and go against the total limit for 2023 which is 8300 (I believe I'm correct), why is turbo tax saying Spouse 2 has an excess contribution of 1125?
Shouldn't it be 575 over the total 8300 limit?

Level 15

The limit for 2023 is $7750, unless one or both of your are age 55 or older.

cappyrcljAuthor

Level 2

Thank you Opus 17. You caught the mistake I made... Had 2024 on my mind and didn't verify the 2023 family limit. Thanks for the quick and accurate response!!