@Zzz2024 wrote:
Medicare says my start date is Dec 2022 and my employer and I contributed around $1500 in 2023. I also used it all on medical expenses in 2023.
The HSA will be taxable (so if it was subtracted from your W-2 income, it will be added to your tax return).
Are you saying your HSA balance at the end of 2023 is $0? If so, there won't be any penalty.
TurboTax should correctly handle this situation. Just answer all of the questions about the HSA and it should handle it all correctly.
