"When under Deductions & Credits TurboTax asks you to enter your medical expenses, you must include those for which you obtained an HSA distribution even though they were incurred and paid out of pocket in an earlier year."
The interview doesn't mention including previous years, only 2023.
However, you said that you will be using the standard deduction on your 2023 tax return, so there is no need to enter medical expenses at all.
That was a close call, which required crunching the numbers. My question arises WRT the possible ill effects of having (IMO) an incorrect calculation on the Federal return on my MN State return. I've deleted the medical expense worksheet and will answer "No" to the interview question that I did not exceed the (7.5% of our AGI) dollar threshold for medical expenses.
No worries, I'll sort it out. Cheers.
