- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
March 25, 2022
6:56 PM