BillM223
Expert Alumni

Get your taxes done using TurboTax

I am surprised that the HSA custodian would have created a 2021 form yet, but I guess they will do what they do.

 

Yes, you may not receive a 1099-SA for this until early next year.

 

I expect you to receive at least two 1099-SAs early next year, one with a distribution code of '1' for all the normal qualified medical expenses (you also had those, right), and a second 1099-SA with a distribution code of '2' for the earnings on the excess that you withdrew. Since these are two different distribution codes, they can't put them on the same form.

 

Sounds like you have everything under control.

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