BillM223
Expert Alumni

Get your taxes done using TurboTax

Yes, checking Self is the right thing to do in your case. This is because the Review is confused on why you have an 8889 when you don't have any HDHP coverage. We have not been able to persuade the Developers to update this.

 

Checking Self will not affect the calculations, but will get you past this Review question.

 

The carryover was your spouse's right? That's the only reason your spouse has an 8889 this year. If you succeed in getting the 5329 to delete her carryover (as described above), then TurboTax will not create an 8889 for your spouse, and the Review question goes away.

 

You will still continue to see (unless we can fix this as well) the question, "What type of High Deductible Health Plan (HDHP) did [name] have on December 1, 2022?" (well, whatever the previous tax year is) will still appear. So long as your spouse or you did not have HDHP coverage in the previous year, you can just check NONE to this question.

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