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April 5, 2025
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We had family HDHP in 2023 but not in 2024. Spent remaining funds in 2024 and closed account. Form 8889 wants an answer to line one but I think "no entry". How do we fix?

  • April 5, 2025
  • 1 reply
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    Best answer by BillM223

    If you are referring to the question in the Review where TurboTax wants to know if you had a Self-only or Family policy, then you can answer "Family" just as a workaround. It won't matter since you already told TurboTax that you did not have any HDHP coverage in 2024, so line 3 and the subsequent lines will be correct.

     

    The only reason you have to attach the 8889 this year is because you spent money out of the HSA in 2024 and got the 1099-SA. For your 2025 return, I don't imagine you will have anything to do with the HSA or form 8889.

    1 reply

    BillM223Answer
    April 7, 2025

    If you are referring to the question in the Review where TurboTax wants to know if you had a Self-only or Family policy, then you can answer "Family" just as a workaround. It won't matter since you already told TurboTax that you did not have any HDHP coverage in 2024, so line 3 and the subsequent lines will be correct.

     

    The only reason you have to attach the 8889 this year is because you spent money out of the HSA in 2024 and got the 1099-SA. For your 2025 return, I don't imagine you will have anything to do with the HSA or form 8889.

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    April 7, 2025

    Thanks for the clarification!