- Start at the beginning of the HSA section Deductions & Credits > Medical.
- Indicate who had the HSA account (check box).
- Then enter the info from your 1099-SA. Box 3 should have Code 1 for a Normal Distribution.
- Indicate Yes, for Medical Expenses.
- After DONE, keep going.
- Answer questions about HDHP coverage, and type of plan
The HSA is linked to the HDHP plan, so if you missed this portion, the distribution may show as taxable.
@Peckkd
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