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HSA from prior years
Several years ago, I established an HSA account through Optum when I was on a High Deductible plan. I did not spend all the money, and still have a balance remaining in that old HSA account. I used some funds from this account to pay for medical services this past year (2023), and a 1099-SA was generated for me.
How do I explain my HSA status - when the question asks whether I was employed and enrolled in a High Deductible plan, the answer is confusing. I WAS at the time that the HSA was funded, but now I am using the money in a later time under different circumstances. HELP!
March 29, 2024
12:03 PM