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Get your taxes done using TurboTax
After a week of back and forth the HSA custodian says they cannot process the mistaken distribution. Their final answer is that they do not do this for withdrawals of excess contributions - only for wrong medical medical payments. The representative I spoke to April 18 was misinformed. I fear to understand the full consequences now.
To note, we spent about $2000 on qualifying medical expenses in 2022 that we didn't withdraw funds from the HSA for. It will be a similar number in 2023 probably. I'm guessing this can't be applied now but just wanted to check.
At any rate is there anything else to do on my 2022 return regarding this?
‎April 28, 2023
9:35 AM