Solved
Should I answer yes to the "Age at Distribution" question regarding 1099-SA even though I was not 65 all year?
1099-SA "Were you age 65 when this distribution was received"?
Age only matters if you did not use the entire amount for medical expenses. If you took a distribution that was not used for medical expenses, answer based on your age at the time of that distribution so that TurboTax can calculate the 20% early-distribution penalty on that amount. If you took distributions not used for medical expenses both before and after reaching age 65, you'll need to split the Form 1099-SA into two, one for the portion distributed before age 65 on which the early-distribution penalty will be applied and another for the portion distributed after age 65 which is not subject to an early-distribution penalty.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
©1997-2022 Intuit, Inc. All rights reserved.
Intuit,
QuickBooks, QB, TurboTax, ProConnect, and Mint are registered
trademarks
of Intuit Inc. Terms and conditions, features, support, pricing,
and service options
subject to change without notice.
Security
Certification of the TurboTax Online application has been
performed by
C-Level Security.
By accessing and using this page you
agree to the
Terms of Use.
Accessibility
