2022 - sounds good
2023 - yes, I meant 1099-SA - it's getting too close to April 15th.
- "Had minimum creditable coverage Jan through Sep, went on Medicare in Oct" - what does this mean? Was it HDHP? If yes, then was it Self-only or Family? or was it not HDHP, so no HSA contributions?
- when did you enter the months for Medicare? There is a screen titled, "Did [name] have Medicare any time in 2023?". Did you enter here? On the next screen, you are asked for insurance month by month. If you checked Medicare on the column on the right, what did you check on the left, Self or Family?
- There is another screen titled "Was [name] covered by a High Deductible Health Plan (HDHP) in 2023?" Did you click on anything on this screen, like "Yes I was covered by an HDHP for at least one month in 2023", or "No, I was not covered." If you clicked here, what did you do?
- The screen that has the "Calculate Max Contribution Limit", I wish they would just delete. The button is only right sometimes and leads to confusion on the part of the user. But I would like to know how you got her (see above).
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