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Retirement tax questions
You will receive a 1099-SA for your distributions in 2021. You will need to report this in turbotax, and answer the questions about how much of the money you used for qualified medical expenses. Turbotax will fill out part 2 of form 8889. Or, if preparing your own return, you will use part 2 of the form for your distribution but ignore part 1.
‎November 27, 2021
12:30 PM