I am going through the HSA questions and I've selected this scenario for the HSA questions: 2025 tax year: January - May: HDHP self-only coverage June-Dec: No HDHP coverage 2024 tax year: January - December: HDHP self-only coverage However, the software is flagging that I am in violation of the last month rule and need to…
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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