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jdwyo
Level 2
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  • Thank you - I don't know how I missed that box, but I did.
    jdwyo
    Updated Mar 08, 2023
  • TurboTax should consider adding a narrative box that would explain why the excess contribution has occurred when dealing with partial year contributions. Your e...
    jdwyo
    Updated Apr 05, 2023
  • 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...
    jdwyo
    Updated Apr 05, 2023
  • 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...
    jdwyo
    4
    Updated Apr 05, 2023
  • 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...
    jdwyo
    6
    Updated Apr 05, 2023
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