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@BillM223 

Thank you so much for your response! This really helps a lot.

 

To answer your first question "You requested the withdrawal of excess contributions this year (i.e., after January 1st), right?",  That is correct; I requested it a few weeks ago.  

 

Just one question for you:

 

"Early next year (2022), you will receive another 1099-SA."

 

I haven't received a 1099-SA this year, nor am I expecting to (unless I am just missing something). I just noticed on the HSA administrator's website a Tax Year 2021 1099-SA, which I assume will be here early 2022. If that is indeed the only 1099-SA I receive, will that create any issues?


Thank you again for your help with this. Your answers were so helpful to me