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HSA: I went on Medicare mid-year but wife still had HDHP plan
I have an HSA account (my name). I went on Medicare mid-year, but wife remained on an HDHP plan. (Family plan changed to an individual plan for her). We used the HSA all year to cover her expenses. TurboTax tells me I over funded because I am only entitled to 3/12 of HSA contribution limit. If my wife was on an HDHP plan all year, why can't the HSA be used for her expenses? How do I get TurboTax to recognize this?
‎January 23, 2024
11:16 AM