If you were age 55 or older and married at the end of the year, you can use the additional contribution worksheet below to determine the amount to enter for your Additional Contribution Amount. For each month, you are considered "eligible" (for the purposes of the worksheet) if both of the following apply:
- You or your spouse had family coverage under an High Deductible Health Plan (HDHP) on the first day of the month
- You were not enrolled in Medicare for that month
| Line 1 | Number of months that you were "eligible" based on the criteria above |
|
Line 2 |
$1000 X (number on line 1) |
| Line 3 | Divide the amount on line 2 by 12 (for 12 months). The result is the amount that should be entered for your "Additional Contribution Amount". |