powerpe3
New Member

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?