@rfisher71
The IRS has left several gaps in how to handle HSA activities - this "what to do" when you distribute HSA dollars in one year when the dollars were contributed to the HSA in a different prior year, is just one example.
As @dmertz noted, this leads to the TurboTax developers making assumptions that don't fit the situation.
And when you add in the two states (California and New Jersey) that do not conform to federal law concerning HSAs, the complexity mounts. This is why these situations have been the matter of discussion, and I look forward to TurboTax handling this differently in the future (whatever that might be).
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
