In this case, the medical expenses from 2018 were personally paid by me in 2018, and I was not reimbursed from my HSA. The Standard Deduction was taken 2018 and therefore the medical expenses were not used as a deduction.
In 2022 I took a distribution from my HSA covering a portion of the 2018 medical expenses I paid for back in 2018.
So, when TurboTax automatically reduces my current paid 2022 medical expenses by the amount of the HSA distribution I believe it does so in error. Any help on getting TurboTax to fix this would be appreciated
Here is the language from my HSA: (at JPM at the time)
If you don't use your HSA to pay for a qualified medical expense (i.e., you pay using another source), simply reimburse yourself later via direct deposit from the HSA website or by using your HSA card to withdraw cash at an ATM. You won't need to submit any receipts for approval, but it's important to keep your receipts for all expenses for tax and record keeping requirements.
Remember, as long as your HSA was open when you incurred the expense, you save the receipt and it was not otherwise reimbursed, you can reimburse yourself for the expense even years later, there is no time limit.
