hsa

[Cindy77]

my husband contributed to his (family) hsa. has hdhp. Turned 65 in december and so medicare enrolled on Dec 1. W-4 codes hsa deductions as W - Employer contributions so not showing up on form 8889 , line 2 as employee contributions. Shows up on line 9, employer contributions. Problem seems twofold. Is he entitled to full years deduction or 11/12? Does company have the right code (W) and if so how do we get that onto line 2 on form 8889?

[RobertB4444]

He is entitled to accept the full contribution made by his employer into his HSA before he retired.  Entering the code W in box 12 of the W2 will carry the amount to the proper form for you.  The interview will ask you some questions about his HSA later.  

[Cindy77]

TY. so i'm confused because his employer didn't make the contribution. it was deducted from his paycheck.

[Cindy77]

also, he is not retired. but elected to enroll in medicare A. Entering W is taking it to the 'correct' line on the form if it was truly employer contribution but it is really employee contribution

[RobertB4444]

The employer made the contributions on his behalf of your husband using his money.  No big deal.  Just make sure to enter the amounts as they are on the W2.

[Cindy77]

But doing it like this doesn't allow him to deduct the contribution?

[RobertB4444]

It has already been deducted from his income.  That's why it appears in box 12.  If you believe that the amount that is in box 12 is included in box 1 then you need to contact his employer and request a corrected W2.

[Cindy77]

oh. that makes sense. ok. thank you and have a great evening.