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HSA Reporting
I retired in 2022 therefore have not contributed to the HSA since. I never received any messages regarding overfunding. Ever since, I've been drawing from the HSA as required for medical expenses. In TurboTax 2025 I found Form 1099-SA and entered the data from the paper form I received from the HSA holder.
Also, in TurboTax Premier 2025, I selected "No" to the question "Was Carl covered by a High Deductible Health Plan (HDHP) in 2025".
Have provided the appropriate data to account for my HSA dispersments?
Friday