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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