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Deductions & credits
It seem unlikely that you were HSA-eligible for 7 months. You didn't say when each of you reached age 65, but if you both were past age 65 when signing up for Medicare Part B and signed up for Medicare Part A as the same time, it seems likely that your coverage for Medicare Part A would have been retroactive to some month before August (6 months before but not before the month you reached age 65), which would make you HSA eligible for less than 7 months of 2023. If you both reached age 65 before 2023 and signed up for Part A with coverage beginning the first of the month that you reached age 65, you are both ineligible to contribute to an HSA for 2023.
‎February 7, 2024
12:44 PM