Deductions & credits

You will post the W-2 to your tax return just as it is.  The $450 will be credited to the HSA.  You should go through the HSA interview to be sure it is posted.

You should get a 1099-SA this year for the distribution.  If you have not, you should reach out to the administrator.

This will be posted under:

• Wages & Income

• Less Common Income

• Select 1099-SA

• Select the type of plan

• Continue through the interview

• When you get to Did you spend your HSA money on medical expenses only? Say Yes.