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Get your taxes done using TurboTax
Thank you for the prompt response.
I do have a 1099-SA for 2023 from Bank of America:
Box 1 - $505.80
Box 3 - 1
Box 5 - HSA
Do I have to contact the HSA custodian and ask for additional withdrawal equal to the excess amount?
Or are you saying I should put that some of the $505.80 was not for medical expenses?
How much should I put as non medical expenses? $120?
Second question: I wasn't sure how to answer the question of if I had an HSA account in 2023.
I still have funds in my Bank of America HSA account from previous employer. But I did not have a HDHP, and I was not eligible to have an HSA account.
You mentioned I should answer NONE when asked what type of HDHP coverage you had on December 1, 2022. But in fact I did have a HDHP on December 1, 2022. I left my job at the end of December. Can you clarify please?
I'm really hoping I can put an end to this and not deal with it next year 🙂
Thanks