clschaaf
New Member

Deductions & credits

I have a similar problem for 2024.

The HSA distribution was to close my HSA account and I have documented more than enough expenses from previous years to cover the amount.

The problem is that Turbotax automatically assumes that the distribution was for the current tax year and makes no provision for it being for expenses incurred in previous years.

When I follow the advice above, it sets my Federal taxes correctly.  BUT it changes my state taxes (California) and I cannot fix it.