1dragonlady1
Returning Member

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I am confused:-(

The Health Equity rep told me that a corrected 1099-SA will be issued after they process the $777 excess contribution.  The excess contribution is for 2024.  Tax filing deadline for 2024 for North Carolina is 9/15/2025.  I have already filed my 2024 tax return so I should file an amended 2024 tax return after the $777 excess is removed.  

The rep didn't say the 1099-SA to be issued is a  2025 1099-SA (wouldn't that be available in 2026?), she said a corrected 1099-SA will be issued.  

I just have to wait to see happens.