Hello experts, Hope you can help me. My employer changed the HSA administrator mid year last year, and some of my contributions went to the second HSA account. I didnt realise the adminstrator had changed before I filed, and I didnt receive any forms from the second HSA either. I filed my taxes based on my contributions to the first HSA only. I only figured out that some my contributions went to the second HSA after I had filed my taxes. I finally got access to my account on the second HSA, and I see that I have a 5498-SA on the second HSA. I need to file that form now with an amendment.
I also had contributed to top up the *2021* balance on my first HSA, but I made that contribution in 2022. I had forgotten to mention that contribution in my filing. I am thinking that I can just push that contribution to the 2022 bucket, since I made that contribution in 2022, and would not have earned any income on it in 2021.
How do I go about fixing all this, and do I need to do this with a tax pro ?
Thanks in advance !
