ghaughney
New Member

Why are they applying the last-month rule to HSA changes mid way through the year, for long term existing HSA plans?

I have had a long time HSA (year 4) and am on a family plan with my child. TT is saying: We calculated for income to include under the last-month rule, but you told us a different amount. Remove your entry below to use our calculation, or leave your total if you have a situation that requires uncommon adjustments. But it asks for spouse information- which does not apply. And, last month only applies in case of changes to HDHP (not in case of a single change) from what I understand. How do I make sure I get the appropriate credit?