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New Member
posted Jun 5, 2019 3:25:31 PM

Turbotax is saying "We see [spouse] had a break in HDHP health plan coverage during 2017" which is not correct. Where can I correct this information?

10 46 15666
24 Replies
Intuit Alumni
Jun 5, 2019 3:25:33 PM

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




New Member
Jun 5, 2019 3:25:34 PM

this could be explained better in turbotax. Even the explanation of an eligible individual is not very straightforward.

New Member
Jun 5, 2019 3:25:35 PM

Had the same problem.  Please fix this Intuit.

New Member
Jun 5, 2019 3:25:36 PM

+1 The question in turbotax is not clear enough. Please fix it.

New Member
Jun 5, 2019 3:25:38 PM

Thanks for the answer but this is super unclear. If my spouse is covered under my family plan I would surely expect to answer "family".  The wording on that question talks about selecting "None" if my spouse failed to become an eligible individual which has nothing to do with my situation.  I had to resort to Google to try and find this answer.

Not applicable
Jun 5, 2019 3:25:39 PM

+1

New Member
Jun 5, 2019 3:25:40 PM

Agree with the other comments here. Unclear wording.

New Member
Jun 5, 2019 3:25:42 PM

Hello Intuit, fix this! "What type of HDHP did <spouse> have on December 1, 2016?" says nothing about it being them on a separate plan from the primary filer. Add a note that is what you intend with the question, please!

New Member
Jun 5, 2019 3:25:43 PM

+1

Not applicable
Jun 5, 2019 3:25:44 PM

I agree with everyone else. Make the wording clearer so we're not searching for this same answer when filing next year's taxes again. Thanks for the explanation though.

Level 2
Jun 5, 2019 3:25:46 PM

Yes, totally agree with everyone else.   Thanks for the "right" answer, but please fix the wording of the question for next year because it is definitely unclear.

Level 1
Jun 5, 2019 3:25:47 PM

+1

New Member
Jun 5, 2019 3:25:48 PM

+1

Totally agree, was having the same problem.

New Member
Jun 5, 2019 3:25:50 PM

It's 2018 now and this is still not fixed, at least in the desktop version of Turbotax Premier. Please fix this.

Level 2
Jun 5, 2019 3:25:51 PM

Yes, I made the same mistake as I did last year in answering the question, and I had to come back here!

Level 2
Jun 5, 2019 3:25:52 PM

Agreed - a baffling lack of guidance, which is what we're paying Intuit for.  Something this simple should be noted on the screens, especially more than a year later.

Level 2
Jun 5, 2019 3:25:54 PM

Yes, please fix this so I'm not back here again next year

New Member
Jun 5, 2019 3:25:55 PM

Thanks for the explanation. I would expect this to be clarified in the software itself.

Level 1
Jun 5, 2019 3:25:56 PM

A year later this is STILL a problem? Thank God for the internet, because TT had no guidance for this. All it would take is to copy and paste this answer into the software. Come on, Intuit, you can do better.

Level 2
Jun 5, 2019 3:25:58 PM

This is literally insane. The page should never have made it through testing in the first place.

New Member
Jun 5, 2019 3:25:59 PM

Agree with all of the comments above.  PLEASE FIX!

New Member
Jun 5, 2019 3:26:01 PM

shame on TurboTax, we're paying you to have a product that correctly and clearly guides through the tax filing process and this issue is one of a few I've run into this year that make me question their overall product

Level 1
Jan 28, 2020 10:41:02 PM

I'm  starting 2020 taxes and this is still messed up.  :( 

Level 2
Feb 9, 2020 2:10:23 PM

Stepped right into this issue today: Wife had HDHP (high deductible health plan) for 9 of the 12 months in 2019 (3 jobs). Husband had full coverage all year under his work (12 months). Somehow, TurboTax assumes the husband now also has an HDHP plan with a lapse in coverage. Cannot figure out how to access and enter for husband to match Form 1095-B. Seems like there should be a way to actually enter directly from the Form1095-Bs for each person, without making an assumption everything is the same for both? Not a problem, if IRS doesn't mind some inaccuracies, but always hate to send a return through with issues like this.