Thanks for the answers BillM223. Your answers are what I thought as well, but I wanted to make sure I was on the right page.
In regards to answer (1), I will have to ask her the timing of her distirbutions for 2025, most of them were before she turned 65 in Nov, but there may have been some in Nov & Dec. However, all of her distributions were 100% for qualified medical expenses. So, I am assuming that if she had any of these ditributions in Nov/Dec then we would check "yes" that she was 65, But if all of them were before she turned 65 we would answer "No".
Questions (2) & (3), I had alreaady entered as you stated, so we are good there.
Question (4), I will go in and finish inputting all her HSA info, and then go to Forms at the end and correct the Jan 2024 box to "self". I am using the Desktop poduct. I will then save as a PDF all forms and check to see that her 8889-S Form shows it correctly before I send it in electronically. She has been on a HDHP Self Plan since I went onto SS/Medicare 7 years ago.
Thanks for you help
Steve
