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Deductions & credits
Who actually owns the HSA? An HSA is not joint, it is owned by a single individual. Eligibility is determined by the age and medical coverage of the owner and not their spouse.
Furthermore, it is too late to remove excess 2021 contributions, if there are any. The procedure to fix the problem will be different. But if the account is owned by your spouse who is not covered by Medicare, you may not have any excess contributions. Please confirm who actually owns the account or accounts.
‎July 27, 2022
3:47 PM