BillM223
Expert Alumni

Retirement tax questions

broncos: Note that just being eligible for Medicare does not preclude you from being able to contribute to an HSA - you have to actually be covered by Medicare to be precluded.

 

@Broncos07940 

 

User: Just to be clear, you entered for the year 2025, that you had Family HDHP coverage for every month in 2025? You see, TurboTax has no way to knowing that you retired.

 

1. What did you enter as your HDHP coverage for each month on 2025?

2. Did you enter the same for your spouse?

3. How much did you contribute to your HSA on your W-2?

4. What was the size of your personal contribution in the 4th quarter?

5. It seem likely that you made some change in your entries for the first three quarters versus the fourth quarter, or else TurboTax would not have shown excess contributions over the year

 

@user17711272749 

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