For this question for HSA, there are two boxes for "Amount withdrawn by April 15, 2024". One under "Excess employer and payroll contributions" and another for "Excess personal contributions".
Prior year excess contributions. $X,XXX
Excess employer and payroll contributions $X,XXX
Amount withdrawn by April 15, 2024 ?
Excess personal contributions $X,XXX
Amount withdrawn by April 15, 2024 ?
Both have amounts next to them and I am wondering if withdraws include taking money out of the HSA to pay for out of pocket medical expenses counts? Does these count as a withdrawals?
If not, does that mean I choose "No, we're not going to make this withdrawal"?
If it does count as a withdrawal, then which "Excess" box do I enter for "Amount withdrawn by April 15, 2024", for employer excess or for employee excess? I only have one HSA account and both me and my employer contribute to it. I spend from one HSA account. How do I know if any withdraws come from the Employer or the Employee excess?
Are withdrawals considered non-medical related expenses? I made no non-medical withdraws from my HSA before April 15, 2024. Please help clarify these questions.
