BillM223
Expert Alumni

Retirement tax questions

When was this distribution made? In tax year 2024 or 2025? That is, "I have used the money from the HSA account only for qualified medical expenses " refers to expenses made by credit card in 2024, or something else?

 

What is the distribution code in box 3?

 

This is an odd time of year to get a 1099-SA, and I want to make sure which year it belongs to.

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