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.
03565
1 Best answer
dmertz
Level 15
Feb 2, 2024 3:46:17 PM
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.
3 Replies
dmertz
Level 15
Feb 2, 2024 3:46:17 PM
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.
abutterworth
Returning Member
Feb 24, 2024 10:46:46 AM
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?
PatriciaV
Expert Alumni
Feb 25, 2024 6:04:41 AM
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.