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Get your taxes done using TurboTax
No, we have not yet received a special 1099-SA for the withdrawal of the excess contributions. My HSA custodian rep said they don't send out new forms, although my company's HR office said that's bogus and the rep was just misinformed.
So answering your questions:
1. No, I haven't received it yet.
2. The excess did come out of the code W, not for a personal contribution.
So I'm wagering I'll get one at some point. If I am to get one, and I can assume it'll say $814, I can preemptively add this to my turbotax knowing what it will say?
‎February 24, 2020
1:48 PM