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Get your taxes done using TurboTax
so my 1099-SA just has a distribution code of 1, which is normal healthcare expenditures.
the repetitive turbotax error check brings me back to form 8889 where it asks if myself or spouse had HDP coverage in 2023. neither of us did... but thats not an option apparently... thats my current problem there. I guess I can just select 'myself' to get past that endless loop?
regarding your number 5 bullet... so if my 1099SA is $1000 of normal distribution for example, are you saying I should break that into 2 entries, one for $675 (normal distribution) and the other for $325 with whatever distribution code I need to say tax me on that and then I'm clear? Or do I need to wait for next years taxes and do a separate withdrawal from the HSA in 2024 to be taxed on? your option 5a is not an option as my balance is like 60k or something.
Thanks, I appreciate the advice.