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    HSA distribtution in January 2021 is for 2020 medical expense--how to enter distribtuion to avoid penalty for 2020?

    pkr
    Level 1
    ‎03-19-2021 04:56 PM
     
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    1 Comment 1
    The-Tax-Lady
    Level 9
    ‎03-19-2021 05:06 PM

    If it was distributed in 2021, then it is reported on the 2021 return. The 1099-SA should be for 2020, 2021 1099-SA will not be issued til 2022.

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