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Maximum HSA Contribution Limit (Married Filing Joint Return)
Using 2023 TurboTax software, filing married joint return. Both myself and wife had contributions into HSAs as noted on W-2, each contributing 8 mos under Self Only HDHP plans, then 4 mos under a HDHP Family Plan as my wife retired and I added her to my High Deductible Health Plan. TT states, "Your maximum contribution limit is $8,750", which I am assuming to be our combined limit. But, does this max contribution limit TT is showing include the catch-up contribution of $1,000 we are EACH eligible for?
I want to make the maximum contributions allowable for 2023 in both of our HSAs, but am not sure how much extra I can contribute. Help me through the calculations.
‎February 14, 2024
1:00 PM