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iwisaac2500
Returning Member

TurboTax will not let me "Transmit Returns Now"

When I click on "Transmit Returns Now", it takes me to "Check This Entry" for the question about a high-deductible health plan. I am trying to say that my family had a high-deductible health plan, but I also need to put the fact that I was only on my family's health plan from January-July in 2021 and had my own health plan for the rest of the year. It will not let me select the correct checkboxes. The only way that it will not say there are any errors is if I put that I had Medicare for the whole year, which is not true. Please help!

Update: I also realized that I have been covered by both my family's and my own high-deductible health plan during 2021. My family's for 7 months and my own for 5 months. I have selected that I am being claimed as a dependent. I am filing a return for Texas.

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1 Reply
Cynthiad66
Expert Alumni

TurboTax will not let me "Transmit Returns Now"

Texas does not require that you file an income tax return.  Start there.  If you have attached a return for Texas for individual income taxes you should delete and file the Federal return only.

 

Nine states — Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington and Wyoming — have no income taxes. New Hampshire, however, taxes interest and dividends, according to the Tax Foundation. It has passed legislation to begin phasing out that tax starting in 2024 and ending in 2027.

 

Since you were covered, with health insurance,  for the entire year, try answering the question with a full year answer.  It is somehow translating the switching of coverage as a break in coverage.  Just say you were covered from January 1 2021 through December 31, 2021.

 

TurboTax has to ask that question because of a very complicated rule called the "last-month rule." If you contributed to an HSA in 2021, and you had an HDHP on December 1, 2021, but not for the entire year, under certain circumstances you might have to report additional income on your 2021 tax return.

 

@iwisaac2500

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