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hdreiske
New Member

What do I enter for 'spouse' HDHP when Im single. None or family? I had family plan for me and kids. Why does TT ask about a spouse?

The page is titled, "Let's review what type of coverage Spouse had in 2024" and it asks "Tell us what type of (HDHP) coverage you had for each month of 2024." I already entered info for myself on another page. There is no spouse to answer about.
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4 Replies
JamesG1
Employee Tax Expert

What do I enter for 'spouse' HDHP when Im single. None or family? I had family plan for me and kids. Why does TT ask about a spouse?

Return to My Info down the left side of the screen.  

 

Click the down arrow to the right of your name under Your info.

 

Check the Filing status to see whether an incorrect filing status has been entered.

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What do I enter for 'spouse' HDHP when Im single. None or family? I had family plan for me and kids. Why does TT ask about a spouse?

I'm seeing the same issue. I have confirmed that my filing status is correctly shown as Single. Any suggestions as to what to answer for that screen re: non-existent spouse?

BillM223
Employee Tax Expert

What do I enter for 'spouse' HDHP when Im single. None or family? I had family plan for me and kids. Why does TT ask about a spouse?

There have been some issues this year with the interview, so I suggest that you delete the 8889 and other HSA forms before continuing. So let's do an "HSA Reset" to remove all HSA data from your return so you can start fresh. See HSA Reset at the bottom.

 

After you finish the HSA Reset, then go to Deductions & Credits->Medical->HSA, MSA, 1099-SA and click on Start (Update). This will take you to the front door of the HSA interview. Be sure to go all the way through the interview until you arrive at the screen HSA Summary.

 

This has proven to be an effective workaround for pagination issues in the HSA interview (like the screens for the mysterious spouse).

 

As an aside, HSAs are some of the best tax advantages that the IRS (well, Congress) provides, because you save taxes on the money going in, and if you spend the money only on qualified medical expenses, the money going out will also be tax-free.

 

 

HSA Reset

 

1. make a copy of your W-2(s) (if you don't have the paper copies)

2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)

 

*** Desktop/Windows***

 

3. Go to the upper right and click on Forms, and 

4. Select the desired form(s) (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.


 

*** Desktop/Mac***


 

3. Switch to Forms Mode by selecting the Forms icon.

4. From the menu, select the form(s) (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].

 

*** Online ***

 

3. go to Tax Tools (on the left), and navigate to Tools->Delete a form 

4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)

 

5. go back and re-add your W-2(s), preferably adding them manually

6. go back and restart the entire HSA interview....

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What do I enter for 'spouse' HDHP when Im single. None or family? I had family plan for me and kids. Why does TT ask about a spouse?

The HSA reset worked exactly as you documented. Thank you!

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