@KrisD15 I'm still not clear on how I handle this. My wife and her employer contributed $1002 to her HSA. She can contribute a max of $429 to her HSA. I need to go to the Plan Adminstrator and ask what? For a plan distribution? The $573 difference is pre-tax money, and needs to be withdrawn. Will this result in a 1099 of some sort showing the distribution?
I'm not sure how the mechanism for reporting the $572 which will now be taxable income to us.
Please explain.
