It asks me if I was 65 at the time of distribution. I turned 65 mid year. What do I choose. Yes or no

Concerning my HSA

posted

Well, on the day of the distribution had you turned 65 yet? As you may or may not know, when you take distributions from an HSA after the age of 65 for non-medical purposes, it is treated like an IRS - you pay income tax on the distribution, but no penalty.

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