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Posted by D. Stussy on March 1, 2008, 2:51 am
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> How should the following situation reported on forms 8889?
>
> TP & spouse had an HDHP and a family HSA account for all of 2007. Both are
> over 55 and they file a joint return. No employer is involved.
>
> Contribution to the family HSA account was $6,450 for 2007.
>
> In January 2008, spouse opens a self-only HSA account and contributes $800
> in it as the over-55 additional contribution for 2007.
>
> So the 2007 contributions for the couple total $7,250, all of which should
> be deductible. Presumably, a second form 8889 is needed for spouse's HSA
> account. But what should go in Part I?
I thought the instructions for the form addressed this? See Page 2.
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