- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.