Question 1

Can I claim both the “above-the-line” deduction for an HSA and the itemized deduction for medical expenses?

admin · Accepted Answer

You may be able to claim the medical expense deduction even if you contribute to an HSA. However, you cannot include any contribution to the HSA or any distribution from the HSA, including distributions taken for non-medical expenses, in the calculation for claiming the itemized deduction for medical expenses.

Question 2

Can I claim both the “above-the-line” deduction for an HSA and the itemized deduction for medical expenses?

admin · Accepted Answer

You may be able to claim the medical expense deduction even if you contribute to an HSA. However, you cannot include any contribution to the HSA or any distribution from the HSA, including distributions taken for non-medical expenses, in the calculation for claiming the itemized deduction for medical expenses.