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S
srtjs
February 23, 2020
Question

What if some of my HSA distribution was received before I turned 65 and some was after?

  • February 23, 2020
  • 2 replies
  • 0 views
No text available

2 replies

J
JotikaT2
February 23, 2020

You will need to separate your 1099-SA to reflect the distributions into 2 entries - 1 for the distributions entered before you turned 65 and 1 for the distributions after you turned 65.

 

Be sure the amount you input matches the overall amount reported on the single 1099-SA form.  

 

[Edited 02/24/20|11:18am PST]

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N
NCPERSON1
February 23, 2020

no issues on the distributions, in fact you distribute money from the HSA to cover the medicare premiums 🙂 

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