dmertz
Level 15

Deductions & credits

"The interview doesn't mention including previous years, only 2023."

 

In the implementation of the Medical Expenses Worksheet, the TurboTax developers failed to anticipate obtaining an HSA distribution to reimburse yourself for qualified medical expenses incurred and paid out of pocket in a previous year.  They assumed, incorrectly, that HSA distributions applied to qualified medical expenses are only being applied to current-year medical expenses when they chose to automatically populate line 13b of the worksheet from the entries made in the HSA section of TurboTax.  This is a known issue with TurboTax that has been addressed in this forum quite a few times over the years.

 

On the page that instructs to "Tell us about any other medical expenses," just enter a line item for the amount of the HSA distribution that is reimbursement for qualified medical expenses paid out of pocket in a previous year.

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