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joni_mc
New Member

HSA in 2017. At the end of 2017, I had 150 left so I took the distribution for a 2017 expense in early Feb 18. 1099-sa does not include. do I need to include on my taxes?

 
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LisaBr
New Member

HSA in 2017. At the end of 2017, I had 150 left so I took the distribution for a 2017 expense in early Feb 18. 1099-sa does not include. do I need to include on my taxes?

If the actual distribution was taken in 2018, it will be part of your 2018 distributions even the though you were paying for an expense incurred in 2017. 

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3 Replies
LisaBr
New Member

HSA in 2017. At the end of 2017, I had 150 left so I took the distribution for a 2017 expense in early Feb 18. 1099-sa does not include. do I need to include on my taxes?

Exactly when did you take the distribution, 2017 or 2018?
joni_mc
New Member

HSA in 2017. At the end of 2017, I had 150 left so I took the distribution for a 2017 expense in early Feb 18. 1099-sa does not include. do I need to include on my taxes?

in 2018. since the final funding didn't go into the hsa until the end of dec, I wanted to make sure that I could pull the full amount out for that last receipt. you answered my question in the other response. thank you.
LisaBr
New Member

HSA in 2017. At the end of 2017, I had 150 left so I took the distribution for a 2017 expense in early Feb 18. 1099-sa does not include. do I need to include on my taxes?

If the actual distribution was taken in 2018, it will be part of your 2018 distributions even the though you were paying for an expense incurred in 2017. 

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