rjs
Level 15
Level 15

Deductions & credits

You never actually record the expense in TurboTax. You report the distribution from your HSA in the year that you receive it. If you receive the distribution in 2018 you will get a Form 1099-SA in January 2019. You will enter the 1099-SA in TurboTax for your 2018 tax return to report the distribution. You will only have to tell TurboTax that you used the entire distribution for qualified medical expenses. You do not enter any details of the expenses in your tax return. You have to keep your own records of the expenses and corresponding HSA distributions, outside of TurboTax, in case the IRS questions your tax return.