HSA limitation when older than 55

[schirallicpa]

This is an ATX thing that could be fixed.  Since I have to input the taxpayers age, why doesn't the HSA worksheet know that my taxpayer is over 55 and take the higher limit.

 

[jklcpa]

Drake couldn't calculate it properly either. I hate all the calculations related to this. I had to manually calculate the limitations on my own returns because my husband turned 65 in Aug last year so he didn't meet the "last month" rule, and our HDHP went from family coverage for the first 7 months to individual coverage for only me for the last 5 months of the year.  I hope I arrived at the proper limitations!   It was a total PITA.

Sorry for the rant!

[Lee B]

I think your expectations exceed their reach.

[Bart]

I had one where she turned 70 and a half in 2015 and drake did not limit her IRA contribution.  Softwares must have problems with birthdays.

[Jack from Ohio]

These situations are why we get paid.  Software is a TOOL, not a tax preparer.