dream_state_x
Returning Member

Get your taxes done using TurboTax

I agree. However, the TurboTax program doesn't seem to let me. Here is what I see:

 

I progress through the questions in the health/HSA section:

1. Starting with questions about me. Asking me what type of coverage I had in 2024 and for how long. Which I answer "family HDHP" and "all year".

 

2. It asks if I over-funded my HSA in 2023. Which at that time I was on a self HDHP. And the answer is no.

 

3. It continues with the questions about my wife's coverage on December 1 2023. Which at that time she was still on her self HDHP plan from her employer. So we answered "self".

 

4. It claims she had a lapse in coverage. Which she did not because in January of 2024 she dropped her self HDHP plan from her job and was now covered under my jobs family HDHP.

 

We never over-funded any HSA in 2023 or 2024. We never did not have a HDHP of some type. The TurboTax program seems to be fixated on 2023 for her and it never asks about 2024 for her.