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Level 2
posted Feb 9, 2020 3:29:31 PM

HSA Distribution

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.

 

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1 Best answer
Level 15
Feb 9, 2020 4:32:33 PM

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

2 Replies
Level 15
Feb 9, 2020 4:32:33 PM

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

Level 15
Feb 9, 2020 4:33:19 PM

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