I did not make a withdraw on my HSA other than monthly fees. What distribution code should I use?
02576
2 Replies
BillM223
Expert Alumni
Apr 17, 2023 7:11:55 PM
"What distribution code should I use?" Use on what? Did you receive a 1099-SA?
Monthly fees from an HSA are not considered distributions from an HSA. Did you receive a 1099-SA for your monthly fees?
dmertz
Level 15
Apr 17, 2023 8:43:28 PM
Fees that your HSA custodian takes from your HSA for their service are not distributions and are not reportable. You only have a reportable distribution if you receive a Form 1099-SA and you would enter that form exactly as provided.