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HSA
I am 67, married and still working full time and covered under a HDHP. I have been contributing the max allowable into my HSA every year. In March 2022 I started taking Social Security. In January 2023 I found out that I was not allowed to contribute to HSA if taking SS. I contacted my HSA and filed an excess contribution form to remove the $8,300 I contributed in 2022. I did not receive a corrected 1099-SA or 5498-SA because the distribution happened in 2023. At this point, do I need to report anything more to the IRS?
March 26, 2023
3:41 AM