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Education
"Did you use your Health Saving Account to pay for anything in 2022?" - Wait until you get your 1099-SA before you answer Yes to this. If you answer Yes, TurboTax is going to expect you to have a 1099-SA to enter, so if the 1099-SA arrives in January 2023, enter it on your 2023 tax return.
Medical expenses are not tightly coupled to HSA withdrawals. That is, you can withdraw dollars from your HSA to reimburse yourself for qualified medical expenses at any point in the future - even years later - after the expense was incurred, so long as the expense was incurred after the HSA was created (generally, when the first contribution was made to the HSA).
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‎April 12, 2023
5:51 PM