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user17706665210
Returning Member

HSA 2025 Contribution doesn't appear to include the over 55 catch-up AND is forcing an incorrect Last Month Rule

Hello, 

 

Form 8889 for 2025, does not appear to include the over 55 $1000 catch-up amount. 

The form lists "$4300 for each month of coverage but doesn't recognise that I am over 55. Using the IRS 8889 Instructions for box 3, reflects a monthly amount of $5300 for the covered months. 

 

In addition to this, I turned 65 and have self coverage for 9 months of the year. TurboTax reflects back on 2024 but fails to include January of 2024 as having had self coverage, which then trips the Last Month rule and the combination of this plus the incorrect amount above creates an inaccurate overpayment amount. 

 

Thanks,

H&S

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