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-   -   HSA withdraw questions (https://www.early-retirement.org/forums/f28/hsa-withdraw-questions-39649.html)

jIMOh 10-11-2008 03:30 PM

HSA withdraw questions
 
I am taking the HR block basic tax course. We discussed HSA's and he and I had a point of discussion:

I interpret HSA rules to be that you can withdraw HSA monies in any year after the HSA was created for a valid medical expense.

The instructor said you can only withdraw from an HSA in the year you incurred the medical expense.

Other opinions?

ziggy29 10-11-2008 03:40 PM

The instructor is wrong. You are correct.

frayne 10-11-2008 05:01 PM

I interpret HSA rules to be that you can withdraw HSA monies in any year after the HSA was created for a valid medical expense.


You are correct sir !

And you should also get a 1099 SA from your HSA trustee to show how much was taken out of the account for the tax year.


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