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April 13, 2023
Question

HSA Distribution 2022

  • April 13, 2023
  • 1 reply
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Why are my gross distributions from my 1099-SA being taxed as if they were used on qualified expenses? 

    1 reply

    April 13, 2023

    If they're being used on qualified expenses, and you reflected this in the interview process, then they shouldn't be taxed, if that's what you're asking.  To review and edit your entries in TurboTax Online this way:

    1. If you don’t see 2022 TAXES in the left pane, select the dropdown to the right of Income & Expenses on the Hi, let’s keep working on your taxes! page and then select Let’s get startedPick up where you left off, or Review/Edit. 
      • Otherwise, in the left pane, select Federal, then Wages & Income (This is labelled Income & Expenses in TurboTax Self-Employed)
    2. Scroll down and select Edit to the right of 1099-SA, HSA, MSA
    3. Proceed through the screens, making sure that all your entries reflect what's shown on Form(s) 1099-SA

    If this doesn't address what you're seeing, please post back with a little more information.