BillM223
Expert Alumni

Get your taxes done using TurboTax

Part III is only for taxpayer who MIGHT have used the last-month rule in the previous year (2022). Since your spousal Unit did not even have an HSA in 2022, he could not have made a contribution to his HSA using the last-month rules at the end of 2022.

 

Don't worry about this line on your 2023 return; it will be refreshed every year. And don't worry about TurboTax picking on your spouse; it does it on any spouse who did not show any HDHP coverage (as is typical when the other spouse has the HSA). 

 

 

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