The below is what I see on the instructions for filling Form 8889 at the IRS instruction website: If the designated beneficiary is not the account beneficiary's surviving spouse, or there is no designated beneficiary, the account ceases to be an HSA as of the date of death. The beneficiary completes Form 8889 as follows.…
Hi all, My wife had HSA eligible plan from Sep 2024 - Aug 2025. She did a full contribution using the last month rule for 2024. I'm aware that we needed to pay the 10% penalty for the excess 8 month of contribution for failing the test period. But I could not find anywhere to do that. I can see the form 8889 is supported,…
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