cas
Level 2

Get your taxes done using TurboTax

BillM223, I just downloaded today's updates and the problem is still there.  Here's my set up for HSA contribution:

 

Primary Tax Payer: No HDHP.  No HSA contribution.

Spouse: Had HDHP January thru September.  Contributed $3975 to HSA for 2025.

Had Medicare in Oct, Nov, and Dec

The next screen after entering the coverage for each month in 2025 asks the kind of coverage on Dec 1, 2024.   I set it to "Self".

Next screen asks for total contributions for 2024.  Entered $5150.

Next screen asks for the coverage for each month in 2024.  Set every month to "Se;f Plan".

Next screen shows $429 additional income under the last-month rule.

 

Now go back to previous screen and change January 2024 to "Medicare or None".

Go to next screen and there is NO additional income.

 

I've sent a Diagnostic copy of my return.  Token Number:

126748149-69851633

Hope it helps.