Why am I being asked for information from 2022 this year?

ccoreymcmillan — Tue, 10 Feb 2026 09:29:03 GMT

This is about my HSA for this year. It wants info from a 8889 form. lines 2 and 9..

Re: Why am I being asked for information from 2022 this year?

BillM223 — Fri, 26 Jan 2024 00:45:49 GMT

You must have gotten the question, "What type of High Deductible Health Plan did [name] have on December 1, 2022?", and then answered it with Self or Family.

TurboTax is trying to determine if the person named used the Last-Month Rule in 2022. The last-month rule allows you to use the annual HSA contribution limit even if they did not HDHP coverage for the entire year, but just on December 1st. But if that person did, then they are required to keep HDHP coverage for all of 2023. In your return, TurboTax often incorrectly believes it has detected that that person did not have HDHP coverage in 2023.

However, in most cases, that person either did not even have an HSA in 2022 or did not contribute to it. This happens often when a married couple have a Family HDHP policy but only one HSA (the HSA belongs to the individual, so each spouse can have one).

Rather than explain the whole last-month rule situation, I will make it easy:

Did that person have HDHP coverage for every month in 2022 (even of the policies changed)?
Did that person not have an HSA at all in 2022?
Did that person have an HSA but not contribute to it in 2022?

If these statements are true, then answer "NONE" to the "What type of High Deductible Health Plan did [name] have on December 1, 2022?" question.

Then you won't get into this set of questions about line 2 and 9 from the 2022 8889.

In the rare case that [name] DID use the last-month rule in 2022, then understand that TurboTax needs some information from your 2022 return in order to correctly complete your return.

topic Why am I being asked for information from 2022 this year? in Get your taxes done using TurboTax

Why am I being asked for information from 2022 this year?

Re: Why am I being asked for information from 2022 this year?