I have an individual HSA plan and my wife has a family HSA plan with our son. The Turbo Tax smart check states I should change my selection to family due to my wife's plan.

prdu_alumni · ‎June 5, 2019

ghost · ‎June 5, 2019

The tax rules state that if one spouse has family plan, other spouse is considered to have family plan for purposes of determining your contribution limit. TT is correct. Change both to FAMILY.

See number 1 under line 3 instruction.
https://www.irs.gov/instructions/i8889/ch02.html#d0e378

View solution in original post

ghost · ‎June 5, 2019

The tax rules state that if one spouse has family plan, other spouse is considered to have family plan for purposes of determining your contribution limit. TT is correct. Change both to FAMILY.

See number 1 under line 3 instruction.
https://www.irs.gov/instructions/i8889/ch02.html#d0e378

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I have an individual HSA plan and my wife has a family HSA plan with our son. The Turbo Tax smart check states I should change my selection to family due to my wife's plan.