jdwyo
Level 2
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Thank you - I don't know how I missed that box, but I did.
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TurboTax should consider adding a narrative box that would explain why the excess contribution has occurred when dealing with partial year contributions. Your e...
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BillM223 - Thank you for your explanation of how the HSA family contributions are calculated when you and your spouse turn 65 in the same year. TurboTax's maxim...
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I turned 65 in March of 2022 - I allowed myself two (2) months of family contributions $7,300 x 2/12 = $1,216.67 and two (2) months of excess contributions $1,0...
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I did prorate the excess and the family maximum contributions. TurboTax has a maximum contribution calculator that also provides the prorated HSA amount that ea...
Activity Feed for jdwyo
- Posted Re: Corrected K-1 prior to Filing Taxes on Get your taxes done using TurboTax. March 8, 2023 4:32 PM
- Cheered Re: Corrected K-1 prior to Filing Taxes for TeresaM. March 8, 2023 4:31 PM
- Posted Corrected K-1 prior to Filing Taxes on Get your taxes done using TurboTax. March 8, 2023 3:51 PM
- Posted Re: Excess HSA Contribution on Deductions & credits. March 1, 2023 10:05 AM
- Cheered Re: Excess HSA Contribution for Opus 17. March 1, 2023 9:46 AM
- Posted Re: Excess HSA Contribution on Deductions & credits. February 28, 2023 3:14 PM
- Cheered Re: Excess HSA Contribution for BillM223. February 28, 2023 3:07 PM
- Cheered Re: Excess HSA Contribution for BillM223. February 28, 2023 2:51 PM
- Posted Re: Excess HSA Contribution on Deductions & credits. February 28, 2023 2:05 PM
- Posted Re: Excess HSA Contribution on Deductions & credits. February 28, 2023 10:49 AM
- Posted Excess HSA Contribution on Deductions & credits. February 27, 2023 6:46 PM
- Posted Re: Cannot import 1099 data from Edward Jones on Get your taxes done using TurboTax. February 27, 2023 12:14 PM
- Cheered Re: Cannot import 1099 data from Edward Jones for jhitch. February 27, 2023 12:11 PM
- Cheered Re: Cannot import 1099 data from Edward Jones for JMD1. February 27, 2023 12:06 PM