Deductions & credits

First, is either of you 55+?

- No, both are 36

 

Second, what type of HDHP coverage did you have you each month? Did it change over the year?

Wife had family plan that carries the kids, entire year, did not change
Husband has single plan, did not change

 

Third, how did you make the contributions? Were they through your employers or made directly to the HSA custodian?

Through the employer

 

Did either of you carry over an excess HSA contribution from the previous year?

I don't remember exact amounts, but I do believe we both carried over some level of balance in the HSA from 2019.