dmertz
Level 15

Deductions & credits

1.  Assuming that your wife is now qualified for Medicare, she will never again be eligible to contribute to an HSA, so it appears that it would not be necessary to file Form 5329 Part IV for you wife in the future.  The instruction at the top of Part IV says, "Complete this part if you, someone on your behalf, or your employer contributed more to your HSAs for 2019 than is allowable or you had an amount on line 49 of your 2018 Form 5329."  With a zero year-end balance in HSAs, your wife's last Form 5329 would have a zero on line 49. (This assumes that "an amount" means a nonzero amount.)

 

2.  In the HSA section where TurboTax asks you to enter or confirm these amounts, you would have to correct the amounts shown as your and your wife's excesses carried in from 2018.