The question on the page before you see that there was a
“lapse” in coverage is causing the issue.
On the previous page you should see the question, “What
type of High Deductible Health Plan did [spouse] have on December 1, 2016?”. The choices are Family, Self only, or None.
If the spouse had been covered under the taxpayer's family plan,
you might think you should answer Family
to the question. However, the answer
should be None.
It is referring to what type of plan the spouse held in
their name on December 1, 2016.
If the spouse had their own separate HDHP on that date, then choose the type of
plan that the spouse had. If instead the spouse was
covered under the plan in the taxpayer's name, then you should choose None.
To go back to the section of your return to answer the
questions again, use the following steps:
-
On the top row of the
TurboTax online screen, click on Search (or for CD/downloaded TurboTax
locate the search box in the upper right corner)
-
This opens a box where you
can type in “hsa” (be sure to enter exactly as shown here) and click the
magnifying glass (or for CD/downloaded TurboTax, click Find)
-
The search results will
give you an option to “Jump to hsa”
-
Click on the blue “Jump
to hsa” link and edit your
information
Yes
No
