Hello,
At the start of 2023, I was employed with Company A and had maxed out my annual HSA contributions of $3,850, this is a mix of employer + pre-tax payroll contributions.
I switched jobs in July 2023 and the new employer (Company B) contributed a fixed amount of $500 to my HSA.
I contacted the HSA trustee with Company A and completed a Distribution of Excess HSA Contribution form to withdraw $500 and the interest earned on it. They mailed me a check and I deposited it into my bank account.
I'm just wondering if I will need to contact Company A regarding this excess withdrawal so they can update Box 12 of my W-2 or will the 1099-SA form from the HSA trustee be sufficient for filing my taxes?
Any help/suggestions would be appreciated!
Thank you!
