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Get your taxes done using TurboTax
Thanks. I'm still not 100% clear on how to get rid of this problem for the future. Is it one of these 2 options:
1. For the 2023 tax year (what I'm filing now), do I "fake" my 1099-SA's to have one be a taxable distribution of $325 and the other be the remainder for a normal distribution?
2. For the 2024 tax year, do a HSA withdrawal of $325 such that i get a 1099-SA for that plus a 1099-SA for whatever my normal distributions end up being?
Of course, this doesn't even go into the gains made in that HSA account since that initial $325 was made in 2022...
March 21, 2024
11:47 AM