TurboTax should consider adding a narrative box that would explain why the excess contribution has occurred when dealing with partial year contributions. Your e...
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...
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...
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...
