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New Member
posted Feb 22, 2021 7:44:36 PM

Turbotax is marking my HSA on form 8889 as a "family" plan, when it should be "self-only". How can I correct this?

My wife and I are forced to have separate health plans, so she has my daughter on her family HSA, and I have a self-only HSA. However, there doesn't seem to be a clear way to indicate this in Turbo Tax's interface. So Turbo Tax is filling out Form 8889 incorrectly, marking each HSA as family plans. I don't think it impacts our returns in any other way, but I'd like it to be accurate if I'm going to put my signature on it. Please help!

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1 Best answer
Expert Alumni
Feb 22, 2021 8:22:24 PM

"So Turbo Tax is filling out Form 8889 incorrectly, marking each HSA as family plans."

 

No, TurboTax is doing it correctly. This is because the IRS states that if one spouse is covered by a Family HDHP plan, then both spouses must be treated as covered by a Family plan.

 

That is, even though you have a Self-only HDHP plan, you cannot treat your contributions as separate from your spouse's - you share that $7,100 annual HSA contribution limit.

2 Replies
Expert Alumni
Feb 22, 2021 8:22:24 PM

"So Turbo Tax is filling out Form 8889 incorrectly, marking each HSA as family plans."

 

No, TurboTax is doing it correctly. This is because the IRS states that if one spouse is covered by a Family HDHP plan, then both spouses must be treated as covered by a Family plan.

 

That is, even though you have a Self-only HDHP plan, you cannot treat your contributions as separate from your spouse's - you share that $7,100 annual HSA contribution limit.

New Member
Feb 25, 2021 11:37:02 AM

Thanks! That clarifies it for me!