MindyB
Expert Alumni

Deductions & credits

No, do not enter a different amount from your 1099-SA.  HSA distributions will be reported in the year they were distributed.  There is no deadline for HSA distributions after the expense was incurred.  The balances roll forward indefinitely.  See: What Is IRS Form 1099-SA

 

For HSAs, you may make contributions until 4/15/2024, and that will be deductible in 2024.  That will also not be reported on a 2024 form, but you can manually add that deduction to your tax return, when you go through the HSA interview in Deductions and Credits.

 

If you are making a withdrawal due to having overcontributed to the HSA, not a distribution for a medical expense, TurboTax will tell you that you overcontributed in the interview.  You will indicate that you intend to withdraw the funds, and you must do so by 4/15/25.