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Level 2
Mar 9, 2023 4:15 PM UTC
Question

Divorced over funded HSA

I divorced in June of 2022 and Turbo Tax says I over fund my HSA.  However, from what I understand the contribution amount remains the same for the time I was married.  I immediately changed my contribution amount going forward but I don't know how to update this in turbo tax.  How can I tell turbo tax that it should take this time into consideration.

3 replies

Mike9241
Level 15
Level 15
Mar 9, 2023 4:53 PM UTC

you'll need to indicate family coverage for the months you had it and self only coverage afterward. that would likely require o to indicate that you had different plan types during the year in the interview process. 

 

Mike9241
hoy45Author
Level 2
Mar 9, 2023 5:00 PM UTC

I appreciate the response.  Its not clear in the UI how to break this up nor does it show away to indicate family plan.