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Former HSA company sent duplicate totals to IRS, but we only had one account. What proof do we need to send to IRS to resolve?
My company transitioned HSA providers. The prior provider submitted two accounts, with the same totals, to the IRS and I recently received a letter noting that I did not include the second account total on my return. I have double-checked the tax forms available from the HSA provider and there is only one form, with the single account that I included on my tax return, available.
How do I prove to the IRS that the HSA company was in error?
Another aspect is that the distributions were used solely for medical purposes, but are being taxed, which is not my understanding of how one can use HSA funds.
‎April 3, 2024
9:34 AM