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On March 6 I filed an on-line application for medicare part
On March 6 I filed an on-line application for medicare part A and have since discovered having an HSA is incompatible with medicare. I am on my spouse's group insurance plan and want to keep it. Can I… read more
Rick
Rick
MBA
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I turn 66 on June 15, 2020. I started the retirement
I turn 66 on June 15, 2020. I started the retirement registration process last week, and now I'm thinking I jumped the gun. Did I? Thanks. … read more
Barbara
Barbara
Enrolled Agent, Paralegal
16,688 satisfied customers
HSA - 1. Married Taxpayers file MFJ has Family HSA at
HSA -1. Married Taxpayers file MFJ has Family HSA at beginning of 2019 2. One spouse goes on Medicare July 1. 3. Family HSA has been funded for 2019 $ 4,000.Q1. Can they change to a Self -only plan an… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
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What is the tax penalty for contributing to a HSA 6 months
What is the tax penalty for contributing to a HSA 6 months prior to enrolling in Medicare Part A? I turned 65 on February 3, 2019. I still work full time for a large employer with a high-deductible he… read more
Tax.appeal.168
Tax.appeal.168
Principal
7,903 satisfied customers
I am nearing retirement age and have an HSA. I would like to
I am nearing retirement age and have an HSA. I would like to claim spousal benefits (my husband is already receiving his benefit) but I was told by SocSec I could not have an HSA with Medicare Part A … read more
Barbara
Barbara
Enrolled Agent, Paralegal
16,688 satisfied customers
I did not and have not signed up for Medicare before age 65.
I did not and have not signed up for Medicare before age 65. My birthdate is 12/11/1953. Will I be penalized a fee? … read more
Barbara
Barbara
Enrolled Agent, Paralegal
16,688 satisfied customers
I last funded my HSA in Dec. 2018 and will retire June 30. I
I last funded my HSA in Dec. 2018 and will retire June 30. I do not wish to take Social security now , nor my wife, until I'm 70 in March 2020. I will lose my health care benefits on June 30th, except… read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
8,683 satisfied customers
I just turned 65 6 days ago. do i have to be on ss to get
i just turned 65 6 days ago. do i have to be on ss to get medicare? … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,574 satisfied customers
I have a HSA account with a qualifying insurance plan I want
I have a HSA account with a qualifying insurance plan I want to contribute to. I will be receiving Medicare as Jan of 2019. My only income is Social Security. Can I take a distribution from my IRA, de… read more
Tax.appeal.168
Tax.appeal.168
Principal
7,903 satisfied customers
I had to take 'social security at age 61 and now I am 6
I had to take 'social security at age 61 and now I am 6 months from my fully retirement at age 66. However, We are facing some incredible financial struggles and I may need to start working again to a… read more
Barbara
Barbara
Enrolled Agent, Paralegal
16,688 satisfied customers
I will be 65 this October and plan to work probably another
Hi, I will be 65 this October and plan to work probably another 5 years. My question is should I go ahead at 65 or 66 to take my benefits? … read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
8,683 satisfied customers
My husband passed away in Dec 2017. Applied for the $255.
My husband passed away in Dec 2017. Applied for the $255. death benefit. Social security stated I was eligible to get SS as surviving spouse. Now I find out about the HSA contribution what should I do… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,574 satisfied customers
A taxpayer has an HSA in which he has 13,000. He funded the
A taxpayer has an HSA in which he has 13,000. He funded the 13,000 with after tax dollars & therefore deducted the contributions on his Form 1040. He turned 65 in November of 2017 and therefore can no… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
19,578 satisfied customers
I am 65 plus and on a gh deductible group plan with employer
I am 65 plus and on a high deductible group plan with employer paid H.S.A.. I am not receiving social security benefits. Can I decline A and B with out future penalties, in order to continue on the gr… read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
8,683 satisfied customers
Am a widow, & 't want to wait any longer to take Social
Good morning - am a widow, & don't want to wait any longer to take Social Security survivor benefits - am age 65 & 1/2 - will be 66 (FRA) in March 2016. I have $2000 withdrawn from my annual $65884.00… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,574 satisfied customers
What is the federal tax liability if a Health Savings Account
What is the federal tax liability if a Health Savings Account is terminated and distributed after I go on medicare at age 65?… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
19,578 satisfied customers
I turned 65 in June and became eligible for Medicare in July
I turned 65 in June and became eligible for Medicare in July 2010. At that time, I was covered under my employer health plan. I took a new job in October 2010 and became covered under my new employer … read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
I turned 65 this June. Can I still claim $2000 medical expenses
I turned 65 this June. Can I still claim $2000 medical expenses from the balance in my Health Savings Account on Form 8889 or is it prorated for 2010?… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
21,808 satisfied customers
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