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New Member
posted Apr 17, 2023 6:51:27 PM

I did not make a withdraw on my HSA other than monthly fees. What distribution code should I use?

0 2 576
2 Replies
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? 

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.