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K
kversaggi
April 13, 2025
Question

TurboTax assumes Wife is under Husband’s family HDHP, so it flags her $4,150 as excess. But she has her own single HDHP, allowing her own HSA and $4,150 contribution

  • April 13, 2025
  • 1 reply
  • 0 views
Can't find a way to bypass Turbotax "who made the excess contribution" window

    1 reply

    M
    MindyB
    April 13, 2025

    Per IRS: "If each spouse has family coverage under a separate plan, the contribution limit for 2024 is $8,300." I In other words, the maximum for both of you together is $8,300.  

     

    See: Rules for married people

     

    If you contributed $4,150 or less, and you are still getting an error, in the HSA interview, make sure you've indicated she was covered by a HDHP.

     

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