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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.
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.
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?
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.
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