Deductions & credits

  • your HDHP coverage and for how many months = All year around- UHC
  • your spouse's HDHP coverage and for how many months = --
  • your HSA contributions (both through your employer and directly to the HSA) = Gross Distribution $3840 (this is from 1033 SA)
  • your spouse's HSA contributions (both through your spouse's employer and directly to the HSA)
  • the amount of the excess
  • whether or not either of you went on Medicare and what month = No
  • whether or not (and the amount) of carryover of excess contributions from 2023 for either of you= No