somckeever
Returning Member

Get your taxes done using TurboTax

Thanks for the help.  I've contacted the custodian of my HSA account (BoA) and asked them for a corrected 2021 1099-SA.  I was asked if I requested the distribution of the excess contribution using the paper form, marking the box "Excess Contribution Removal".  I said, "No, I requested the distribution using the on line tool.  There was no indication on the BoA website that a paper form would be required for excess contributions."  Hopefully they can look at the note I put in their system showing that it was a withdrawal of excess contributions.  If I input a 1099-SA only showing the distributions used for valid medical expenses, then the distribution of the excess contribution does not show up as income and is not taxed.