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Thanks for your reply and explanation. Appreciate it.
1. Did you tell the HSA custodian back in early 2023 that this ($400) was a withdrawal excess contributions?
>> By custodian, do you mean the brokerage account that has the HSA account. That was Fidelity. Do we need to tell them? We never told them. How can we do that? When I withdrawn, maybe there was an option to tell that. I don't remember right now.
2. What was the distribution code in box 2 of the 1099-SA? Was it "1"?
>> It is 1 for 1099-SA of 2023.
‎April 1, 2024
11:45 AM