In January 2025 I made a substantial contribution to my HSA.
For all of 2025 I was covered by my wife's HDHP family coverage.
My wife and her employer also made contributions to her HSA regularly throughout the year.
In April of 2025 I turned 65 and enrolled in Medicare (Part A only)
During the TurboTax HSA entry section I answered that I was covered by HDHP the entire year and on the special circumstances I check the Medicare box.
As I check the TurboTax form 8889 generated by the interview, the worksheet has all months checked with "Family". The instructions on the worksheet say that you are to select "None" if you are covered by medicare.
I went in and performed an "Override" to change the values to "None" as per the instructions for April through December.
Now when running the "Check" I get the message "Form 8889-T: Line 3 Wkst, line A4 should not be overridden and changed ... Using an override can prevent the cross-checking that's important to an accurate return"
I'm trying to figure out if I have excess contributions in time to correct it, but no matter what I do TurboTax just won't seem to recognize the situation.
Where did my data entry go wrong? Or is TurboTax just having a bug in this spot?
