We withdrew money from our HSA last year. I submitted reimbursement requests for previous years medical bills (before 2024, in years where I did not itemize medical deductions).
The 1099 I got from my HSA holding company indicates it's for calendar year 2024.
When I enter the 1099 into TurboTax it assumes that I was reimbursed for 2024 medical expenses and will not let me deduct any of our 2024 medical expenses (cancels out our medical expenses on form 8889). Our 2024 medical expenses, which I have not taken from our HSA, would allow us to exceed the standard deduction and would reduce our tax bill.
If I don't enter the 1099 into TurboTax I assume it will get flagged by the IRS.
Anything I can do to get Turbo Tax to recognize this HSA reimbursement was for years prior to 2024?
