Health Care

Health Care

How do health care reform and taxes connect? The Affordable Care Act is single largest change to the tax code in two decades. Find help navigating the complexities of the new health care legislation, Medicare, Medicaid and other medical deductions.

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Esteemed Pioneer
Posts: 10
Registered: ‎02-25-2017

Re: HSA Excess Contribution Last Year

I now know that line #1 on the 8889 needs 'Self-only' checked.

Thank you very much for your help.

 

I have spent several hours yesterday and more than several hours today going through the software, HR Block community and internet searches to try and find out. I did not look at line #1 on the 8889 while going through the searches.

 

Again, thank you.

I may make another post for help on amending the 2015 filing.

 

Valued Neighbor
Posts: 76
Registered: ‎02-28-2016

Re: HSA Excess Contribution Last Year

[ Edited ]

Maybe this will get you started....

 

I used the H&R Block desktop software (download or CD to my PC) in 2015.

 

I have my 2015 tax file open.

 

Go to the HELP tab along the top left,

Locate "Search...",

Type "AMEND"  in the search box,

You'll see "Amended return", Click "GO THERE" button to start the interview.

 

 

I forgot to mention that this amending may affect your state income tax amount as well (depends on your state).

Esteemed Pioneer
Posts: 10
Registered: ‎02-25-2017

Re: HSA Excess Contribution Last Year

About a half hour ago, when I opened the HR Block 2015 Deluxe, it asked me if I wanted to update the software. I updated it and it automatically updated the return and made me eligible for the HSA contribution and removed the exess. The taxes due dropped by 191. I am now working on the amended return - I overpaid 2015 federal taxes by 191.