topic HSA Distribution in Deductions & credits

HSA Distribution

morenocr — Sun, 09 Feb 2020 23:29:31 GMT

Can I make an HSA distribution in a given year for medical expenses made the year before without having to pay a penalty for such distribution? In my specific case, I distributed (withdrew from my HSA account) an amount on January 2019 for medical expenses made in 2018 - I had a valid HSA account in both years.

Appreciate any information anyone can share.

Re: HSA Distribution

Bsch4477 — Mon, 10 Feb 2020 00:32:33 GMT

Yes. HSA expenses can be claimed for I reimbursed qualified medical costs that were incurred in previous years.

Re: HSA Distribution

Bsch4477 — Mon, 10 Feb 2020 00:33:19 GMT

Yes. HSA expenses can be claimed for unreimbursed qualified medical costs that were incurred in previous years.