It may be due to how you answered the question on the previous page that said, "What type of High Deductible Health Plan did [spouse] have on December 1, 2023”?
The choices you are given are Family, Self-only, or None.
If you have been covered under your spouse's family plan, you may think that you should answer "Family" to the question. However, the answer should be "None".
It is referring to what type of plan that you held in your name on December 1, 2023. If you had your own separate HDHP on that date, then choose the type of plan that you had. If instead you were covered under the plan in your spouse's name, then you should choose None.
To go back to the section of your return to answer the questions again.
Use these steps:
- Click Search on the top row of the TurboTax online screen. For CD/downloaded TurboTax locate the search box in the upper right corner.
- A box will open 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”
- Finally, click on the blue “Jump to HSA” link and edit your information
This should clear that question.
However, if you have additional information to provide or questions please reach out to TurboTax Community anytime.
Click here for help in contacting Turbo Tax Support.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
