Hello and good day, everyone!
I'll try to make this as simple as possible. There was an issue with my wife's former employer and its payroll department in 2020. They ended up making an extra $20 HSA contribution in January 2021 for 2020 (long story). The HSA trustee ended up sending a corrected 2020 5498-SA showing $20 was contributed in 2021 for tax year 2020. That was fine and the 2020 taxes were submitted successfully.
Fast forward to this year. We were shocked to see the HSA trustee sent another 5498-SA this year for Tax Year 2021 also showing a $20 contribution (for 2021). The issue is that my wife already fully funded her HSA for tax year 2021. Also, she wasn't employed in 2021 by that company, so there was no way the $20 contribution could have happened for tax year 2021, particularly when it was accounted for in 2020. We called the HSA trustee and while they acknowledge there is some error, they won't fix it (they are very difficult), so I am stuck.
What should we do?
Thank you!
