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My 1099-SA shows HSA distributions I took in 2024, but they were for 2023 expenses. How do I stop TT from automatically deducting the amt from my 2024 medical expenses?
To give an example with made up numbers, let's say my 2023 medical expenses were $10K (and not above 7.5%, so can't itemize). I paid $5K from my HSA early in 2024 toward that $10K that was in 2023.
Now, in 2024, my medical expenses were $50K and I'm going to deduct a portion of them above 7.5%. But when I put in $50K of medical expenses and input my 1099-SA, it automatically assumes the $5K was to cover part of this $50K in 2024 and converts my unreimbursed medical expenses to $45K...when this should not be the case. Any way to fix this short of adding $5K to my unreimbursed medical expense number (making it $55K in this example) so that the final number comes out correctly?
‎February 1, 2025
10:33 AM