Hi BillM223:
Sorry for conflating HDHP and "minimum creditable coverage" in my previous reply.
2023:
- Yes, it looks like I did NOT have HDHP (the reason for my confusion on this is that a lot of changes happened - employer sponsored insurance, COBRA coverage, Medicare. So sorting through all this has been difficult). I also did not have any HSA contributions.
- Right after the screen "Did [name] put money into an HSA in 2023?" (Answer:No), I got a screen like you said "Did [name] have Medicare any time in 2023?" (Answer:Yes). On the next screen "Let's maximize your contribution limit", I get a monthly table with 3 options for ("Type of HDHP coverage": "Self only", "Family Plan", "Medicare or None"). I chose the "Medicare or None" option for each month, because that's what I had. The next screen is "Did you overfund your HSA in 2022" (Answer:No), followed by "Your HSA Summary".
- I cannot find the screen you mention"Was [name] covered by a High Deductible Health Plan (HDHP) in 2023?". I went through all my screens related to the HSA section using the "Back" button, but no luck. My sequence of screens is as above, followed by "What type of HDHP did [name] have on Dec 1, 2022" (Answer: Family)
- Agree with you on "Calculate Max Contribution Limit". See my answer on the second bullet above, to see how I got to this screen.
