turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

bshambley
New Member

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.

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
dmertz
Level 15

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.

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.

View solution in original post

3 Replies
dmertz
Level 15

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.

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

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.

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
Employee Tax Expert

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.

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.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question