VictoriaD75
Expert Alumni

Deductions & credits

You deduct medical expenses in the year paid, not the year incurred. If you are using an HSA to pay for medical expenses, you cannot also deduct the medical expenses as itemized deductions. You have already received the tax benefit of the HSA contribution.

 

When you report your 1099-SA, indicate that the funds were used for qualified medical expenses. It should not ask the year incurred. Where are you encountering this error?

 

 

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