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Unable to correct the form 8889-T

Need to change the age to above 55 year old
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2 Replies
BillM223
Expert Alumni

Unable to correct the form 8889-T

Are you trying to change form 8889 in Forms mode? Please don't.

 

Instead go back to the Personal Info/My Info section and change your birthdate so that TurboTax realizes your age. 

 

Note that if you turned 55 during the year 2023, TurboTax will ask you when you turned 55 so that it can calculate the annual HSA contribution limit correctly - The 1,000 "bonus" in the limit is prorated by month.

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dmertz
Level 15

Unable to correct the form 8889-T

"Note that if you turned 55 during the year 2023, TurboTax will ask you when you turned 55 so that it can calculate the annual HSA contribution limit correctly - The 1,000 "bonus" in the limit is prorated by month."

 

I don't think so.  Section 223(b)(3)(A):

 

In the case of an individual who has attained age 55 before the close of the taxable year, the applicable limitation under subparagraphs (A) and (B) of paragraph (2) shall be increased by the additional contribution amount.

 

The prorating of the catch-up only applies with respect to eligibility to make any HSA contribution (if the individual is not eligible on December 1).

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