George4Tacks
Level 15

https://proconnect.intuit.com/community/form-1099/help/form-8889-health-savings-accounts-hsas-faqs/0...

Form 8889 Line 6 Taxpayer and Spouse have separate HSAs and Family Coverage

Form 8889, Line 6 is automatically generating 50/50 between taxpayer and spouse that have separate HSAs and Family Coverage. How do I allocate a different amount on Line 6 if the Taxpayer and Spouse's contributions were not 50/50?

  1. Go to Screen 32, HSA/MSA/LTC Contracts (1099-SA, 5498-SA)
  2. Enter a 2 in Type of Coverage for Taxpayer and Spouse
  3. Enter the amount of contributions in HSA Contributions that you made (press F1) (1 = maximum) for Taxpayer and Spouse
  4. Enter the same amount in Allocable share of limitation (8889, line 6)[O]  Taxpayer and Spouse.

This entry will override Form 8889, Line 6 for both Taxpayer and Spouse and remove any additional tax on excess contributions to HSA (Form 5329).


Here's wishing you many Happy Returns