Why do I need to tediously itemize each of my 2017 medical expenses when they were all paid from my HSA distributions as shown on my 1099-SA?

xoxo232 · ‎June 5, 2019

xoxo232 · ‎June 5, 2019

I know they are NOT deductible, but on last screen, TurboTax includes note stating "Be sure to include your medical expenses covered by your MSA/HSA distributions as medical expenses on the previous screens."

xoxo232 · ‎June 5, 2019

Or, since they are NOT deductible, do I just say NO at front end when TurboTax asks if I had any medical expenses for 2017?

MinhT · ‎June 5, 2019

In the previous screens, you have to enter the amount of the HSA distributions you used for medical expenses. This is to exclude the distributions from taxation.

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MinhT · ‎June 5, 2019

Medical expenses paid out from a HSA and reported on form 1099-SA are not deductible again as Medical Expenses on Schedule A - Itemized deductions.

If you use all distributions from your HSA as reported on form 1099-SA for medical expenses, you do not need to itemize your medical expenses. You just enter the total reported on form 1099-SA. The notice on TurboTax is just a reminder for you. If you have enter the total medical expenses paid out of your HSA, then you can ignore the reminder.

Edited 02.26.18 | 1:40 PM

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Why do I need to tediously itemize each of my 2017 medical expenses when they were all paid from my HSA distributions as shown on my 1099-SA?

Deductions & credits

Deductions & credits

Deductions & credits

Deductions & credits