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HSA - factoring the deduction for partial year
Hi ,
Here is my scenario. I am in family coverage HDHP plan ( me and my child) and My wife has her own insurance plan (non- HDHP part of year 2022)
2021
Me and child - full year ( hdhp family plan)
wife switched to HDHP plan (only her) Starting Sep 2021 - Aug 2022
please note both our contributions did not exceed the yearly limits.
2022
Me and child - full year ( hdhp family plan)
wife switched to NON-HDHP plan (only her) Starting Sep 2022 ( hdhp ended for august 22)
please note both our contributions did not exceed the yearly limits.
Turbotax ask question regarding her coverage HDHP in 2022 and seee coverage in HDHP lapse and calculates the new limit and raise the due amount.
Not sure why it does this since me and my child is in the family hdhp plan in 22 and we meet the limits for the family plan for the year. Turbo tax doesn't ask anything about who is included in HDHP plan
How do I resolve this issue.?