Chez58
Returning Member

HSA deduction - 2022

when entering in HSA contributions ... we are both over 55 which qualifies us for additional $1000/person catch up contribution. my wife started Medicare in Sept. therefore can only contribute HSA from Jan - Aug. Publication 969 states she can contribute (including the $1000 for 8 months, see capture below) TurboTax is noting that we have over contributed ... it is calculating on the lower individual amount vs. added $1000/year. how do I get this resolved in software as it has material impact on taxes owed

 

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