topic asked: Turbo tax asks if I was 65 years old when I received my HSA distribution. I turned 65 mid year. How should I respond. in Deductions & credits

asked: Turbo tax asks if I was 65 years old when I received my HSA distribution. I turned 65 mid year. How should I respond.

bshambley — Wed, 11 Feb 2026 04:40:53 GMT

Re: asked:Turbo tax asks if I was 65 years old when I received my HSA distribution. I turned 65 mid year. How should I respond.

dmertz — Fri, 02 Feb 2024 23:46:17 GMT

The question is only relevant if you did not use all of your HSA distributions for qualified medical expenses, resulting in a taxable distribution. If you had not yet reached age 65 at the time of the taxable distribution, you were under age 65.

Re: asked:Turbo tax asks if I was 65 years old when I received my HSA distribution. I turned 65 mid year. How should I respond.

abutterworth — Sat, 24 Feb 2024 18:46:46 GMT

I turned 65 midyear as well. one non-medical distribution was paid after I turned 65. how do I split the distributions pre and post 65 in Turbotax?

Re: asked:Turbo tax asks if I was 65 years old when I received my HSA distribution. I turned 65 m...

PatriciaV — Sun, 25 Feb 2024 14:04:41 GMT

If the non-medical distribution was made after you turned 65, answer the question "yes" since this is the distribution that would be taxable if you were not.